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UL Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$227K +$23.4K +343 +12%
Wealth Enhancement Advisory Services
202
Wealth Enhancement Advisory Services
Minnesota
$225K -$18.3K -268 -8%
AAM
203
Aureus Asset Management
Massachusetts
$221K
PFG
204
PAX Financial Group
Texas
$215K +$207K +3,032 New
BHCM
205
Brevan Howard Capital Management
Jersey
$208K +$200K +2,930 New
SLAM
206
Swiss Life Asset Management
$205K +$197K +2,891 New
KAS
207
Kestra Advisory Services
Texas
$203K +$195K +2,868 New
BNP Paribas Financial Markets
208
BNP Paribas Financial Markets
France
$179K +$17.4K +256 +11%
EWA
209
EverSource Wealth Advisors
Alabama
$175K +$136K +1,998 +420%
RhumbLine Advisers
210
RhumbLine Advisers
Massachusetts
$172K
LWCFA
211
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$158K +$136K +2,000 New
CF
212
Centaurus Financial
California
$149K +$40.8K +599 +40%
TFM
213
TFC Financial Management
Massachusetts
$138K -$10.2K -150 -7%
KBC Group
214
KBC Group
Belgium
$119K
US Bancorp
215
US Bancorp
Minnesota
$113K +$78K +1,145 +254%
BTD
216
BankPlus Trust Department
Mississippi
$106K +$102K +1,500 New
FFA
217
Farther Finance Advisors
California
$92K +$86.2K +1,265 +3,721%
SS
218
Sunbelt Securities
Texas
$90.3K -$30.4K -446 -26%
LI
219
LRI Investments
Florida
$88.9K -$33.9K -498 -28%
Walleye Capital
220
Walleye Capital
New York
$74.3K -$143K -2,100 -67%
AMI
221
Amica Mutual Insurance
Rhode Island
$70K
HPC
222
HM Payson & Co
Maine
$69.8K +$67.1K +985 New
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$61.2K +$9.06K +133 +18%
SPIA
224
Steward Partners Investment Advisory
New York
$58.2K +$54K +792 +2,731%
WTC
225
WhitTier Trust Company
Nevada
$57K -$136 -2 -0.3%