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UWM Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
201
Parkside Financial Bank & Trust
Missouri
$2.33K +$677 +104 +36%
JP Morgan Chase
202
JP Morgan Chase
New York
$2.12K -$546K -83,921 -100%
W
203
WealthCollab
Washington
$1.94K +$2.15K +330 New
NA
204
NewEdge Advisors
Louisiana
$1.64K -$6.91K -1,061 -79%
BIG
205
Brooklyn Investment Group
New York
$1.64K +$1.81K +278 +27,800%
CA
206
CoreCap Advisors
Michigan
$1.54K -$21.3K -3,275 -93%
FFA
207
Farther Finance Advisors
California
$1.5K +$651 +100 +64%
TCM
208
Tradewinds Capital Management
Washington
$1.17K -$2.28K -350 -64%
LFG
209
Larson Financial Group
Missouri
$1.1K +$1.22K +188 New
TWD
210
True Wealth Design
Ohio
$1.05K +$931 +143 +397%
CI Investments Inc
211
CI Investments Inc
Ontario, Canada
$1K +$20 +3 +2%
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$898 +$996 +153 New
CA
213
Clearstead Advisors
Ohio
$833 +$13 +2 +1%
TC
214
Truvestments Capital
Florida
$764 +$846 +130 New
CA
215
Continuum Advisory
Idaho
$693
MG
216
Mather Group
Illinois
$522 -$46 -7 -7%
AF
217
Allworth Financial
California
$505 -$8.02K -1,233 -94%
WA
218
WPG Advisers
Maryland
$446 +$495 +76 New
SO
219
Sierra Ocean
California
$376 +$417 +64 New
National Bank of Canada
220
National Bank of Canada
Quebec, Canada
$164 +$182 +28 New
CIAM
221
Caitong International Asset Management
Hong Kong
$76 +$85 +13 New
DWA
222
Delos Wealth Advisors
Texas
$59
PFMOSF
223
Philadelphia Financial Management of San Francisco
California
-$21.8M -2,558,279 Closed
NSGL
224
No Street GP LP
California
-$20.2M -2,366,864 Closed
Connor, Clark & Lunn Investment Management (CC&L)
225
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$3.54M -415,656 Closed