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UDR
UDR

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
476
Aspect Partners
Virginia
$2.49K -$213 -6 -8%
TPBG
477
Turning Point Benefit Group
Maryland
$2.49K +$2.42K +68 New
AF
478
Advisornet Financial
Minnesota
$2.46K +$533 +15 +29%
MCM
479
MV Capital Management
Maryland
$2.38K -$107 -3 -4%
HHMI
480
Howard Hughes Medical Institute
Maryland
$2.38K – – –
KA
481
Kozak & Associates
Colorado
$2.24K – – –
MCM
482
MAI Capital Management
Ohio
$2.02K – – –
WIM
483
Westside Investment Management
California
$1.98K +$1.92K +54 New
RWM
484
Raffa Wealth Management
District of Columbia
$1.91K – – –
SWM
485
Spire Wealth Management
Virginia
$1.87K +$285 +8 +19%
SC
486
SouthState Corp
Florida
$1.83K -$533 -15 -23%
NL
487
NVWM LLC
Pennsylvania
$1.83K +$1.78K +50 New
FFO
488
Fortitude Family Office
Arizona
$1.65K – – –
EWP
489
Elevation Wealth Partners
California
$1.54K +$1.49K +42 New
PWMG
490
Prestige Wealth Management Group
New Jersey
$1.47K – – –
CFG
491
Clayton Financial Group
Missouri
$1.32K +$1.28K +36 New
JFGIW
492
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.21K -$462 -13 -28%
TFM
493
TFC Financial Management
Massachusetts
$1.21K -$213 -6 -15%
SS
494
Sunbelt Securities
Texas
$1.14K +$1.1K +31 New
FMP
495
Financial Management Professionals
Texas
$1.1K -$249 -7 -19%
DF
496
Dunhill Financial
United Kingdom
$993 +$711 +20 +286%
PWA
497
Principia Wealth Advisory
Texas
$990 +$711 +20 +286%
RFP
498
Root Financial Partners
California
$917 -$605 -17 -40%
KFAS
499
Keating Financial Advisory Services
Kansas
$917 +$889 +25 New
HAP
500
Harbor Asset Planning
Massachusetts
$880 – – –
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