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Univest Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
151
MAI Capital Management
Ohio
$10K +$8.71K +299 +854%
JSAM
152
J. Safra Asset Management
New York
$9.82K -$4.02K -138 -30%
EP
153
Essential Partners
California
$9.1K +$8.82K +303 New
BNP Paribas Asset Management
154
BNP Paribas Asset Management
France
$8K +$7.45K +256 New
AF
155
Allworth Financial
California
$7.72K +$2.15K +74 +40%
BWL
156
Bogart Wealth LLC
Virginia
$7.51K -$7.28K -250 -50%
HCA
157
Harbor Capital Advisors
Illinois
$7K +$2.5K +86 +66%
FHA
158
First Horizon Advisors
Tennessee
$6.07K +$1.02K +35 +21%
MPWT
159
MassMutual Private Wealth & Trust
Connecticut
$5.83K -$408 -14 -7%
CMBA
160
C.M. Bidwell & Associates
Hawaii
$5.05K
IA
161
IFP Advisors
Florida
$3.99K +$3.09K +106 +815%
GEA
162
Glen Eagle Advisors
New Jersey
$3.73K
Federated Hermes
163
Federated Hermes
Pennsylvania
$3.24K +$582 +20 +23%
WA
164
Whipplewood Advisors
Colorado
$2.61K -$5.36K -184 -68%
EPW
165
Evergreen Private Wealth
Colorado
$2.61K +$2.53K +87 New
CSPIA
166
Cary Street Partners Investment Advisory
Virginia
$2.58K +$466 +16 +23%
RIL
167
Rothschild Investment LLC
Illinois
$2.4K +$728 +25 +45%
STB
168
S&T Bank
Pennsylvania
$1.98K +$1.92K +66 New
PTC
169
Private Trust Company
Ohio
$1.86K
LFG
170
Larson Financial Group
Missouri
$1.35K +$1.31K +45 New
RWM
171
Raffa Wealth Management
District of Columbia
$991
VCM
172
Versant Capital Management
Arizona
$991
HI
173
Harbour Investments
Wisconsin
$811
PWA
174
Physician Wealth Advisors
Utah
$721 +$699 +24 New
BFS
175
Bare Financial Services
Pennsylvania
$691 +$670 +23 New