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UL Solutions
ULS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
351
CVA Family Office
Colorado
$4.79K +$2.17K +23 +96%
RF
352
Rossby Financial
Florida
$4.38K +$1.04K +11 +34%
TVWM
353
Tower View Wealth Management
Wisconsin
$4.08K -$1.14K -12 -23%
CFB
354
Cullen/Frost Bankers
Texas
$3.98K – – –
BFS
355
Bare Financial Services
Pennsylvania
$3.36K -$567 -6 -15%
CTA
356
Colonial Trust Advisors
South Carolina
$3.07K – – –
AW
357
Avion Wealth
Texas
$3K – – –
CI
358
CX Institutional
Indiana
$3K – – –
MPWT
359
MassMutual Private Wealth & Trust
Connecticut
$2.75K +$2.55K +27 New
CA
360
Clearstead Advisors
Ohio
$2.65K +$284 +3 +13%
FFO
361
Fortitude Family Office
Arizona
$2.55K +$757 +8 +47%
KFAS
362
Keating Financial Advisory Services
Kansas
$2.24K +$567 +6 +38%
CAM
363
Chesapeake Asset Management
New York
$2.24K +$2.08K +22 New
MAM
364
Marquette Asset Management
Minnesota
$2.14K – – –
JWA
365
JFS Wealth Advisors
Pennsylvania
$2.14K +$567 +6 +40%
WETS
366
Wealth Enhancement Trust Services
South Dakota
$2.14K +$1.99K +21 New
EC
367
Elequin Capital
New York
$1.73K – – –
RIL
368
Rothschild Investment LLC
Illinois
$1.73K +$1.04K +11 +183%
RWM
369
Rialto Wealth Management
New York
$1.53K +$189 +2 +15%
SS
370
SBI Securities
Japan
$1.43K +$757 +8 +133%
SWM
371
SHP Wealth Management
Massachusetts
$1.32K – – –
FPF
372
First Pacific Financial
Washington
$1.02K -$2.46K -26 -72%
PWA
373
Physician Wealth Advisors
Utah
$1.02K +$946 +10 New
CCMI
374
Creative Capital Management Investments
California
$815 +$757 +8 New
HIA
375
HFM Investment Advisors
New Jersey
$714 +$473 +5 +250%
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