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UDR
UDR

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
476
Solstein Capital
California
$2.82K +$2.86K +69 New
KIG
477
Kessler Investment Group
Indiana
$2.78K – – –
HHMI
478
Howard Hughes Medical Institute
Maryland
$2.65K +$2.69K +65 New
HI
479
Harbour Investments
Wisconsin
$2.54K -$41 -1 -2%
S
480
Sachetta
Massachusetts
$2.53K +$41 +1 +2%
EP
481
Essential Partners
California
$2.45K +$2.48K +60 New
KA
482
Kozak & Associates
Colorado
$2.42K – – –
GBT
483
Grove Bank & Trust
Florida
$2.29K +$663 +16 +40%
RWM
484
Raffa Wealth Management
District of Columbia
$2.12K – – –
HFS
485
Horizon Financial Services
North Carolina
$2.04K +$1.03K +25 +100%
FFO
486
Fortitude Family Office
Arizona
$1.84K – – –
OLVIG
487
Oliver Lagore Vanvalin Investment Group
Michigan
$1.72K +$1.57K +38 New
PWMG
488
Prestige Wealth Management Group
New Jersey
$1.63K – – –
KG
489
Kilter Group
New York
$1.63K +$1.66K +40 New
TFM
490
TFC Financial Management
Massachusetts
$1.59K – – –
FMP
491
Financial Management Professionals
Texas
$1.59K -$1.86K -45 -54%
OP
492
ORG Partners
Indiana
$1.59K +$1.61K +39 New
SWM
493
Spire Wealth Management
Virginia
$1.1K -$30.5K -736 -96%
RF
494
Rossby Financial
Florida
$1.06K +$1.08K +26 New
CPG
495
Cornerstone Planning Group
New Jersey
$1.04K – – –
DF
496
Dunhill Financial
United Kingdom
$1.03K -$787 -19 -43%
WCM
497
WealthTrak Capital Management
Virginia
$1.02K -$414 -10 -29%
CAL
498
Capital Advisors Ltd
Ohio
$1K -$124 -3 -14%
HAP
499
Harbor Asset Planning
Massachusetts
$980 +$994 +24 New
SC
500
Stephens Consulting
Michigan
$980 +$994 +24 New
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