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Univest Financial

Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
76
New York Life Investment Management
New York
$261K -$43.5K -2,362 -14%
AF
77
Apexium Financial
Texas
$258K -$3.68K -200 -1%
FHB
78
First Hawaiian Bank
Hawaii
$255K
AIG
79
American International Group
New York
$252K +$9.48K +515 +4%
Truist Financial
80
Truist Financial
North Carolina
$240K -$46.5K -2,526 -15%
WAM
81
Watershed Asset Management
California
$240K +$254K +13,782 New
VOYA Investment Management
82
VOYA Investment Management
Georgia
$234K +$6.63K +360 +3%
Janus Henderson Group
83
Janus Henderson Group
$232K +$37 +2 +0%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$224K +$239 +13 +0.1%
Creative Planning
85
Creative Planning
Kansas
$223K -$9.92K -539 -4%
Deutsche Bank
86
Deutsche Bank
Germany
$221K
Mirae Asset Global Investments
87
Mirae Asset Global Investments
South Korea
$218K
HSBC Holdings
88
HSBC Holdings
United Kingdom
$217K -$4.64K -252 -2%
OQS
89
Occudo Quantitative Strategies
Florida
$214K +$227K +12,341 New
CSPIA
90
Cary Street Partners Investment Advisory
Virginia
$212K +$30.4K +1,650 +16%
AIM
91
Aigen Investment Management
New York
$208K +$220K +11,974 New
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$207K +$18 +1 +0%
TI
93
Trexquant Investment
Connecticut
$202K +$214K +11,651 New
B
94
Bailard
California
$191K +$202K +11,000 New
EFG
95
Everhart Financial Group
Ohio
$190K +$201K +10,942 New
Wells Fargo
96
Wells Fargo
California
$187K -$64.1K -3,482 -24%
SAM
97
Shell Asset Management
Netherlands
$181K -$3K -163 -2%
WA
98
WealthTrust Axiom
Pennsylvania
$178K -$3.81K -207 -2%
BWP
99
Bernardo Wealth Planning
Pennsylvania
$175K -$17.7K -964 -9%
Citigroup
100
Citigroup
New York
$167K -$215K -11,690 -55%