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Univest Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$474K
SF
102
Summit Financial
New Jersey
$468K +$3.67K +117 +0.8%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$467K +$35.7K +1,140 +9%
DWM
104
Dakota Wealth Management
Florida
$448K +$429K +13,685 New
Rafferty Asset Management
105
Rafferty Asset Management
New York
$441K -$204K -6,516 -33%
Mirae Asset Global ETFs Holdings
106
Mirae Asset Global ETFs Holdings
Hong Kong
$433K -$1.16K -37 -0.3%
Citadel Advisors
107
Citadel Advisors
Florida
$432K +$413K +13,186 New
Janus Henderson Group
108
Janus Henderson Group
$431K
Natixis Advisors
109
Natixis Advisors
Massachusetts
$413K +$35.3K +1,127 +10%
First Manhattan
110
First Manhattan
New York
$407K
CSP
111
Cary Street Partners
Virginia
$392K
IA
112
Insight Advisors
Pennsylvania
$385K
UCFA
113
United Capital Financial Advisors
Texas
$385K +$368K +11,749 New
First Trust Advisors
114
First Trust Advisors
Illinois
$379K -$142K -4,525 -28%
AWP
115
Abacus Wealth Partners
California
$377K +$361K +11,515 New
PCM
116
Polymer Capital Management
New York
$364K +$45.7K +1,458 +15%
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$348K -$219 -7 -0.1%
Cerity Partners
118
Cerity Partners
New York
$342K +$70.1K +2,238 +27%
WA
119
WealthTrust Axiom
Pennsylvania
$335K
OQS
120
Occudo Quantitative Strategies
Florida
$328K +$25.2K +804 +9%
SLG
121
Stanley-Laman Group
Pennsylvania
$324K
Public Employees Retirement Association of Colorado
122
Public Employees Retirement Association of Colorado
Colorado
$314K
New York State Common Retirement Fund
123
New York State Common Retirement Fund
New York
$305K
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$279K +$40.4K +1,290 +18%
QCG
125
Quadrant Capital Group
Ohio
$271K -$1.66K -53 -0.6%