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UWM Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
151
C.M. Bidwell & Associates
Hawaii
$2.1K +$2.49K +432 New
PMFA
152
Plante Moran Financial Advisors
Michigan
$1.98K – – –
CAS
153
Coppell Advisory Solutions
Texas
$1.76K +$611 +106 +25%
OLVIG
154
Oliver Lagore Vanvalin Investment Group
Michigan
$1.63K -$10.1K -1,759 -84%
BWM
155
Baystate Wealth Management
Massachusetts
$1.46K – – –
Loomis, Sayles & Company
156
Loomis, Sayles & Company
Massachusetts
$1K -$6.95K -1,206 -86%
CI Investments Inc
157
CI Investments Inc
Ontario, Canada
$1K +$58 +10 +8%
TCM
158
Tradewinds Capital Management
Washington
$970 – – –
TCOV
159
Trust Company of Vermont
Vermont
$922 – – –
CA
160
Clearstead Advisors
Ohio
$637 +$12 +2 +2%
OIA
161
Optimum Investment Advisors
Illinois
$584 +$12 +2 +2%
AWA
162
Authentikos Wealth Advisory
California
$243 +$288 +50 New
ACL
163
Azora Capital LP
Florida
– -$4.35M -777,481 Closed
PCMU
164
Paragon Capital Management (Utah)
Utah
– -$1.21M -215,394 Closed
Group One Trading
165
Group One Trading
Illinois
– -$417K -72,472 Closed
ASN
166
Advisory Services Network
Georgia
– -$360K -64,295 Closed
NICM
167
Neo Ivy Capital Management
New York
– -$349K -62,367 Closed
SC
168
Sculptor Capital
New York
– -$319K -57,000 Closed
HF
169
HRT Financial
New York
– -$276K -49,339 Closed
CMF
170
Counterpoint Mutual Funds
California
– -$243K -43,447 Closed
BTWM
171
Baker Tilly Wealth Management
Wisconsin
– -$168K -30,000 Closed
VIA
172
Vident Investment Advisory
Georgia
– -$152K -27,117 Closed
YIH
173
Y-Intercept (HK)
Hong Kong
– -$138K -24,656 Closed
BWP
174
Balboa Wealth Partners
Arizona
– -$107K -19,167 Closed
Corient Private Wealth
175
Corient Private Wealth
Florida
– -$94.7K -16,911 Closed