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Univest Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
176
Bessemer Group
New Jersey
$13K
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$12K +$9.5K +281 +407%
ASN
178
Advisory Services Network
Georgia
$11.2K +$11.1K +327 New
Federated Hermes
179
Federated Hermes
Pennsylvania
$9.28K +$4.97K +147 +119%
IA
180
IFP Advisors
Florida
$8.29K
FHC
181
First Horizon Corporation
Tennessee
$6.92K
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$6.65K
RIL
183
Rothschild Investment LLC
Illinois
$6.06K +$2.37K +70 +65%
STB
184
S&T Bank
Pennsylvania
$5.69K +$1.56K +46 +38%
MCM
185
MAI Capital Management
Ohio
$4.25K +$1.89K +56 +82%
GEA
186
Glen Eagle Advisors
New Jersey
$4.25K
Optiver Holding
187
Optiver Holding
Netherlands
$4.18K +$3.65K +108 +771%
HI
188
Harbour Investments
Wisconsin
$3.84K +$2.27K +67 +146%
Ohio Public Employees Retirement System (OPERS)
189
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.39K +$3.35K +99 New
CSPIA
190
Cary Street Partners Investment Advisory
Virginia
$2.95K
PTC
191
Private Trust Company
Ohio
$2.12K
TWD
192
True Wealth Design
Ohio
$1.95K
IAIM
193
International Assets Investment Management
Florida
$1.81K
RF
194
Rossby Financial
Florida
$1.74K +$1.69K +50 New
WA
195
Whipplewood Advisors
Colorado
$1.71K +$1.69K +50 New
LFG
196
Larson Financial Group
Missouri
$1.54K
Osaic Holdings
197
Osaic Holdings
Arizona
$1.13K
RWM
198
Raffa Wealth Management
District of Columbia
$1.13K
VCM
199
Versant Capital Management
Arizona
$1.13K
BWA
200
Basecamp Wealth Advisors
Washington
$1.03K +$1.01K +30 New