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Universal Health Services
UHS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
501
Cassaday & Co Wealth Management
Virginia
$17.1K – – –
BLC
502
Brown, Lisle/Cummings
Rhode Island
$16.8K -$1.3K -8 -7%
TWD
503
True Wealth Design
Ohio
$16.4K -$22.1K -136 -55%
CFO
504
CVA Family Office
Colorado
$15.9K -$650 -4 -4%
PWPS
505
Pinnacle Wealth Planning Services
Ohio
$14.9K +$1.79K +11 +12%
SC
506
Stance Capital
Massachusetts
$14.9K +$16.3K +100 New
JWA
507
JFS Wealth Advisors
Pennsylvania
$14.3K +$163 +1 +1%
MPWT
508
MassMutual Private Wealth & Trust
Connecticut
$13.8K -$6.01K -37 -28%
CLOS
509
Compagnie Lombard Odier SCmA
Switzerland
$11.9K +$13K +80 New
GWM
510
Geneos Wealth Management
Colorado
$11K – – –
CFD
511
Creative Financial Designs
Indiana
$10.3K – – –
ZBNA
512
Zions Bancorporation, National Association
Utah
$9.81K -$3.09K -19 -22%
AAG
513
Accordant Advisory Group
Maryland
$9.81K – – –
MCM
514
MV Capital Management
Maryland
$9.52K +$163 +1 +2%
HI
515
Harbour Investments
Wisconsin
$8.48K -$31.5K -194 -77%
FFO
516
Fortitude Family Office
Arizona
$8.03K -$2.11K -13 -19%
BWA
517
Basecamp Wealth Advisors
Washington
$8.03K – – –
VNA
518
Valley National Advisers
Pennsylvania
$7.73K -$164K -1,006 -95%
HFS
519
Hughes Financial Services
Virginia
$7.73K -$325 -2 -4%
PWMG
520
Prestige Wealth Management Group
New Jersey
$7.58K – – –
WIM
521
Westside Investment Management
California
$7.43K – – –
CFM
522
Compass Financial Management
Florida
$7.28K +$6.99K +43 New
AIM
523
Anchor Investment Management
South Carolina
$7.04K – – –
CAL
524
Capital Advisors Ltd
Ohio
$7K – – –
OAJ
525
Ogorek Anthony Joseph
New York
$7K +$8.13K +50 New
19 20
21
22 23