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UDR
UDR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
501
Abound Wealth Management
Tennessee
$851 – – –
BW
502
Basepoint Wealth
Iowa
$804 +$747 +21 New
APW
503
Aventura Private Wealth
Florida
$734 +$711 +20 New
OP
504
ORG Partners
Indiana
$732 +$142 +4 +25%
ACA
505
American Capital Advisory
Idaho
$624 +$605 +17 New
SRCM
506
Signature Resources Capital Management
California
$587 – – –
CFM
507
Cornerstone Financial Management
Massachusetts
$587 +$569 +16 New
S
508
Sachetta
Massachusetts
$551 -$3.73K -105 -88%
RWM
509
Rialto Wealth Management
New York
$551 +$533 +15 New
CWP
510
Clark Wealth Partners
Illinois
$550 – – –
BIA
511
Bell Investment Advisors
California
$514 +$498 +14 New
CIA
512
Cape Investment Advisory
Georgia
$514 +$498 +14 New
NSIM
513
North Star Investment Management
Illinois
$514 +$498 +14 New
QWM
514
Quaker Wealth Management
New Jersey
$514 +$498 +14 New
TFA
515
Transamerica Financial Advisors
Florida
$403 +$391 +11 New
SIS
516
Sound Income Strategies
Florida
$376 – – –
LIA
517
Luken Investment Analytics
Tennessee
$367 +$356 +10 New
UFPG
518
United Financial Planning Group
New York
$367 +$356 +10 New
AWM
519
Activest Wealth Management
Florida
$330 +$142 +4 +80%
ZBNA
520
Zions Bancorporation, National Association
Utah
$257 +$36 +1 +17%
PWAM
521
Private Wealth Asset Management
Iowa
$220 – – –
CT
522
Colonial Trust
South Carolina
$220 +$213 +6 New
RF
523
Rossby Financial
Florida
$183 -$747 -21 -81%
HFS
524
Hughes Financial Services
Virginia
$147 +$142 +4 New
MMCM
525
Murphy & Mullick Capital Management
New York
$110 +$107 +3 New
19 20
21
22 23