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Univest Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AG
201
AmeriFlex Group
Nevada
$3.54K +$3.17K +81 New
Simplex Trading
202
Simplex Trading
Illinois
$3.06K +$2.74K +70 New
PMAM
203
Picton Mahoney Asset Management
Ontario, Canada
$3.02K +$2.7K +69 New
PTC
204
Private Trust Company
Ohio
$2.71K
IAIM
205
International Assets Investment Management
Florida
$2.35K
RF
206
Rossby Financial
Florida
$2.19K
TWD
207
True Wealth Design
Ohio
$1.97K -$470 -12 -21%
LFG
208
Larson Financial Group
Missouri
$1.97K
SGFG
209
Silver Grove Financial Group
New York
$1.93K +$1.72K +44 New
BWA
210
Basecamp Wealth Advisors
Washington
$1.79K +$431 +11 +37%
AssetMark Inc
211
AssetMark Inc
California
$1.66K +$1.49K +38 New
RWM
212
Raffa Wealth Management
District of Columbia
$1.44K
VCM
213
Versant Capital Management
Arizona
$1.44K
SIC
214
SJS Investment Consulting
Ohio
$1.09K +$235 +6 +32%
C
215
Covestor
United Kingdom
$1K +$157 +4 +57%
CA
216
Clearstead Advisors
Ohio
$832 +$744 +19 New
FFO
217
Fortitude Family Office
Arizona
$700 +$627 +16 New
WETS
218
Wealth Enhancement Trust Services
South Dakota
$569 +$509 +13 New
SHIM
219
Stone House Investment Management
Pennsylvania
$350
SS
220
SBI Securities
Japan
$219
GIA
221
GHP Investment Advisors
Colorado
$88
JWM
222
JPL Wealth Management
Colorado
$44
TFM
223
TFC Financial Management
Massachusetts
$44
ECA
224
Endeavour Capital Advisors
Connecticut
-$4.75M -138,587 Closed
Citadel Advisors
225
Citadel Advisors
Florida
-$2.33M -67,925 Closed