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Universal Insurance Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
VFM
201
Vision Financial Markets
Connecticut
$4.37K – – –
Geneos Wealth Management
202
Geneos Wealth Management
Colorado
$4.05K – – –
Smartleaf Asset Management
203
Smartleaf Asset Management
Massachusetts
$3.51K – – –
SIC
204
SJS Investment Consulting
Ohio
$2.27K +$2.07K +55 New
FFO
205
Fortitude Family Office
Arizona
$1.99K +$1.05K +28 +140%
BWA
206
Basecamp Wealth Advisors
Washington
$1.74K – – –
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$1.41K – – –
Bogart Wealth LLC
208
Bogart Wealth LLC
Virginia
$1.25K +$1.13K +30 New
PWA
209
Physician Wealth Advisors
Utah
$1.24K – – –
TM
210
Torren Management
California
$1.23K – – –
Farther Finance Advisors
211
Farther Finance Advisors
California
$951 -$17.9K -476 -95%
VWA
212
Valued Wealth Advisors
Utah
$869 +$791 +21 New
US Bancorp
213
US Bancorp
Minnesota
$827 -$6.56K -174 -90%
SGFG
214
Silver Grove Financial Group
New York
$786 +$716 +19 New
Farmers & Merchants Investments Inc
215
Farmers & Merchants Investments Inc
Nebraska
$744 – – –
CoreCap Advisors
216
CoreCap Advisors
Michigan
$620 +$565 +15 New
HFS
217
Hughes Financial Services
Virginia
$248 +$38 +1 +20%
SHIM
218
Stone House Investment Management
Pennsylvania
$165 – – –
SBI Securities
219
SBI Securities
Japan
$124 – – –
Huntington National Bank
220
Huntington National Bank
Ohio
$41 – – –
KFAS
221
Keating Financial Advisory Services
Kansas
$41 +$38 +1 New
Man Group
222
Man Group
United Kingdom
– -$2.18M -63,919 Closed
SSA
223
Sierra Summit Advisors
Nevada
– -$1.03M -30,056 Closed
Jump Financial
224
Jump Financial
Illinois
– -$939K -27,500 Closed
Foundations Investment Advisors
225
Foundations Investment Advisors
Arizona
– -$512K -15,000 Closed