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Ubiquiti
UI

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
201
Tradition Wealth Management
Minnesota
$23K – – –
S
202
SignatureFD
Georgia
$22K +$1.52K +5 +7%
SPIA
203
Steward Partners Investment Advisory
New York
$19K – – –
DFCM
204
Dark Forest Capital Management
Puerto Rico
$14K +$2.44K +8 +21%
GLLW
205
Graves Light Lenhart Wealth
Virginia
$13K +$12.5K +41 New
FDCDDQ
206
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.6K – – –
CA
207
Centerpoint Advisors
Massachusetts
$11K – – –
CA
208
CoreCap Advisors
Michigan
$10K +$9.44K +31 New
MFAM
209
Motley Fool Asset Management
Virginia
$9K +$8.53K +28 New
LWANC
210
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K +$7.61K +25 New
QCG
211
Quadrant Capital Group
Ohio
$6K – – –
CCA
212
Column Capital Advisors
Indiana
$5K -$3.35K -11 -42%
WBC
213
West Branch Capital
Massachusetts
$5K +$5.18K +17 New
GWSG
214
GPS Wealth Strategies Group
Colorado
$4K – – –
BIA
215
Bell Investment Advisors
California
$3K -$1.22K -4 -29%
BWA
216
BDO Wealth Advisors
Florida
$3K – – –
JWM
217
Janiczek Wealth Management
Colorado
$3K – – –
TWA
218
TCI Wealth Advisors
Arizona
$3K – – –
DCM
219
Davidson Capital Management
Texas
$2K – – –
FMP
220
Financial Management Professionals
Texas
$2K – – –
LC
221
Lindbrook Capital
California
$2K – – –
BBPWM
222
Blue Bell Private Wealth Management
Pennsylvania
$2K +$1.52K +5 New
UB
223
UMB Bank
Missouri
$2K +$1.52K +5 New
CAL
224
Capital Advisors Ltd
Ohio
$1K +$609 +2 New
NA
225
Navellier & Associates
Nevada
– -$3.48M -11,646 Closed
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9
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