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UWM Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
176
United Capital Financial Advisors
Texas
$55K +$74.7K +24,024 New
TVPW
177
Third View Private Wealth
Connecticut
$54.4K -$19.4K -6,250 -21%
CAAS
178
Capital Asset Advisory Services
Michigan
$53K +$71.9K +23,124 New
TWA
179
Trace Wealth Advisors
California
$51.5K – – –
MOS
180
MGO One Seven
Ohio
$50.6K +$16.9K +5,450 +33%
X
181
Xponance
Pennsylvania
$49.8K +$20.5K +6,611 +44%
IWC
182
Integrated Wealth Concepts
Massachusetts
$49.7K +$20.1K +6,472 +43%
VOYA Investment Management
183
VOYA Investment Management
Georgia
$49.7K +$15.2K +4,879 +29%
BCM
184
Basswood Capital Management
New York
$49K -$1.42M -457,040 -96%
DI
185
DDFG Inc
California
$49K +$1.68K +540 +3%
Focus Partners Wealth
186
Focus Partners Wealth
Massachusetts
$47.2K -$37.5K -12,070 -37%
OGC
187
One68 Global Capital
New York
$45.8K +$62.2K +20,000 New
Balyasny Asset Management
188
Balyasny Asset Management
Illinois
$45K +$61K +19,630 New
AWM
189
Axxcess Wealth Management
California
$44K +$59.7K +19,224 New
FDCDDQ
190
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.7K +$12.7K +4,078 +27%
WPC
191
Wedmont Private Capital
Pennsylvania
$43.2K -$2.6K -838 -4%
DTL
192
Dynamic Technology Lab
Singapore
$43K +$58.2K +18,726 New
MFG
193
Merit Financial Group
Georgia
$41.9K +$56.9K +18,294 New
CT
194
ClearAlpha Technologies
Connecticut
$41.8K +$56.7K +18,259 New
SAM
195
Sagewood Asset Management
New York
$41.2K +$55.9K +18,004 New
JP Morgan Chase
196
JP Morgan Chase
New York
$40.8K +$6.23K +2,006 +12%
SLAM
197
Swiss Life Asset Management
$39.1K +$53.1K +17,077 New
PPW
198
PACK Private Wealth
Minnesota
$39K – – –
BJL
199
Brighton Jones LLC
Washington
$37.9K -$6.39K -2,058 -11%
CB
200
Commerce Bank
Missouri
$36.7K +$5.41K +1,742 +12%