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Univest Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
201
Simplex Trading
Illinois
$3.06K +$2.74K +70 New
PMAM
202
Picton Mahoney Asset Management
Ontario, Canada
$3.02K +$2.7K +69 New
PTC
203
Private Trust Company
Ohio
$2.71K – – –
IAIM
204
International Assets Investment Management
Florida
$2.35K – – –
RF
205
Rossby Financial
Florida
$2.19K – – –
TWD
206
True Wealth Design
Ohio
$1.97K -$470 -12 -21%
LFG
207
Larson Financial Group
Missouri
$1.97K – – –
SGFG
208
Silver Grove Financial Group
New York
$1.93K +$1.72K +44 New
BWA
209
Basecamp Wealth Advisors
Washington
$1.79K +$431 +11 +37%
AssetMark Inc
210
AssetMark Inc
California
$1.66K +$1.49K +38 New
RWM
211
Raffa Wealth Management
District of Columbia
$1.44K – – –
VCM
212
Versant Capital Management
Arizona
$1.44K – – –
SIC
213
SJS Investment Consulting
Ohio
$1.09K +$235 +6 +32%
C
214
Covestor
United Kingdom
$1K +$157 +4 +57%
CA
215
Clearstead Advisors
Ohio
$832 +$744 +19 New
FFO
216
Fortitude Family Office
Arizona
$700 +$627 +16 New
WETS
217
Wealth Enhancement Trust Services
South Dakota
$569 +$509 +13 New
SHIM
218
Stone House Investment Management
Pennsylvania
$350 – – –
SS
219
SBI Securities
Japan
$219 – – –
GIA
220
GHP Investment Advisors
Colorado
$88 – – –
JWM
221
JPL Wealth Management
Colorado
$44 – – –
TFM
222
TFC Financial Management
Massachusetts
$44 – – –
ECA
223
Endeavour Capital Advisors
Connecticut
– -$4.75M -138,587 Closed
Citadel Advisors
224
Citadel Advisors
Florida
– -$2.33M -67,925 Closed
Jane Street
225
Jane Street
New York
– -$1.1M -28,098 Closed