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Ubiquiti
UI

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
301
Penserra Capital Management
California
$12K -$1.55M -2,058 -99%
WETS
302
Wealth Enhancement Trust Services
South Dakota
$11.7K -$64.9K -86 -80%
TM
303
Torren Management
California
$11.2K – – –
TRCT
304
Tower Research Capital (TRC)
New York
$11.2K -$102K -135 -87%
FFO
305
Fortitude Family Office
Arizona
$11.2K +$15.8K +21 New
EWP
306
Elevation Wealth Partners
California
$10.1K +$13.6K +18 +1,800%
GKIM
307
GW&K Investment Management
Massachusetts
$9K +$12.1K +16 New
SL
308
Salomon & Ludwin
Virginia
$8.58K – – –
SIC
309
SJS Investment Consulting
Ohio
$8.54K -$5.28K -7 -30%
S
310
Sachetta
Massachusetts
$8.01K -$3.77K -5 -25%
WA
311
WPG Advisers
Maryland
$8.01K -$11.3K -15 -50%
LF
312
LifeSteps Financial
California
$8.01K +$11.3K +15 New
VWA
313
VSM Wealth Advisory
Maryland
$7.48K +$10.6K +14 New
C
314
Covestor
United Kingdom
$7K -$5.28K -7 -35%
AEPWM
315
Atlantic Edge Private Wealth Management
Florida
$6.94K -$1.51K -2 -13%
JFGIW
316
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.94K – – –
CMA
317
Cedar Mountain Advisors
Oregon
$6.94K – – –
OCWP
318
Owl Creek Wealth Partners
Colorado
$5.34K – – –
FMP
319
Financial Management Professionals
Texas
$5.34K – – –
CA
320
CoreCap Advisors
Michigan
$5.34K +$4.53K +6 +150%
ZBNA
321
Zions Bancorporation, National Association
Utah
$5.34K +$7.54K +10 New
BWL
322
Bogart Wealth LLC
Virginia
$3.74K – – –
MPWT
323
MassMutual Private Wealth & Trust
Connecticut
$3.74K – – –
AS
324
Altshuler Shaham
Israel
$3.74K +$1.51K +2 +40%
KG
325
Kilter Group
New York
$3.21K – – –
11 12
13
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