We are live on ! Find out more
ULS icon

UL Solutions
ULS

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
326
Avion Wealth
Texas
$2K – – –
RBC
327
Roble Belko & Company
Pennsylvania
$2K – – –
CI
328
CX Institutional
Indiana
$2K +$2.01K +25 New
WPA
329
Wealth Preservation Advisors
Tennessee
$1.89K – – –
OC
330
Optima Capital
Oregon
$1.89K +$1.93K +24 New
BFS
331
Bare Financial Services
Pennsylvania
$1.5K +$1.52K +19 New
HIA
332
Harbor Investment Advisory
Maryland
$1.26K +$1.28K +16 New
MAM
333
Marquette Asset Management
Minnesota
$1.18K – – –
JWA
334
JFS Wealth Advisors
Pennsylvania
$1.18K +$642 +8 +114%
FPF
335
First Pacific Financial
Washington
$1.18K +$1.2K +15 New
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$1.1K +$1.12K +14 New
RWM
337
Rialto Wealth Management
New York
$1.03K +$161 +2 +18%
LFG
338
Larson Financial Group
Missouri
$789 – – –
KFAS
339
Keating Financial Advisory Services
Kansas
$789 +$803 +10 New
BWL
340
Bogart Wealth LLC
Virginia
$631 – – –
RF
341
Rossby Financial
Florida
$631 +$642 +8 New
WA
342
WPG Advisers
Maryland
$631 +$642 +8 New
DPW
343
DiNuzzo Private Wealth
Pennsylvania
$395 +$401 +5 New
SS
344
SBI Securities
Japan
$394 – – –
CTC
345
Central Trust Company
Missouri
$316 +$321 +4 New
FFO
346
Fortitude Family Office
Arizona
$315 -$321 -4 -50%
BTI
347
Blue Trust Inc
Georgia
$315 – – –
SWM
348
SHP Wealth Management
Massachusetts
$315 +$321 +4 New
SIC
349
SJS Investment Consulting
Ohio
$237 +$161 +2 +200%
HIA
350
HFM Investment Advisors
New Jersey
$158 -$80 -1 -33%
12 13
14
15 16