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Univest Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$53K – – –
APSP
102
Asset Planning Services (Pennsylvania)
Pennsylvania
$34K – – –
HI
103
Hudock Inc
Pennsylvania
$28K – – –
TDC
104
Thompson Davis & Co
Virginia
$22K – – –
LTFS
105
Ladenburg Thalmann Financial Services
Florida
$19K +$6.05K +216 +45%
GWM
106
Geneos Wealth Management
Colorado
$13K – – –
DAM
107
Delta Asset Management
Tennessee
$8K – – –
FANJ
108
Financial Architects (New Jersey)
New Jersey
$7K +$7K +250 New
NSIM
109
North Star Investment Management
Illinois
$6K +$28 +1 +0.5%
JCM
110
Jacobi Capital Management
Pennsylvania
$3K – – –
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$1K -$37K -1,320 -98%
APP
112
Avantax Planning Partners
Iowa
$1K +$868 +31 New
PMFA
113
Plante Moran Financial Advisors
Michigan
$1K +$868 +31 New
MCM
114
Maltese Capital Management
New York
– -$16.1M -575,106 Closed
MPAM
115
Monarch Partners Asset Management
Massachusetts
– -$2.76M -98,425 Closed
CA
116
Cullinan Associates
Kentucky
– -$617K -22,000 Closed
ZCM
117
Zebra Capital Management
Connecticut
– -$492K -17,539 Closed
LPL Financial
118
LPL Financial
California
– -$476K -16,961 Closed
Creative Planning
119
Creative Planning
Kansas
– -$447K -15,953 Closed
GCP
120
GSA Capital Partners
United Kingdom
– -$381K -13,598 Closed
Teacher Retirement System of Texas
121
Teacher Retirement System of Texas
Texas
– -$276K -9,826 Closed
Squarepoint
122
Squarepoint
New York
– -$262K -9,331 Closed
Parallax Volatility Advisers
123
Parallax Volatility Advisers
California
– -$112K -3,990 Closed
MAM
124
Meeder Asset Management
Ohio
– -$51K -1,831 Closed
TRCT
125
Tower Research Capital (TRC)
New York
– -$31K -1,119 Closed