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UWM Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
SPA
201
Sherbrooke Park Advisers
New York
$71.5K +$87.8K +16,326 New
CI
202
Cherokee Insurance
Michigan
$70.1K
VCM
203
Voleon Capital Management
California
$67.1K +$82.4K +15,322 New
GRP
204
Global Retirement Partners
California
$67.1K +$1.71K +317 +2%
SW
205
SkyOak Wealth
Michigan
$66.7K +$27.4K +5,102 +50%
NAM
206
NorthCrest Asset Manangement
Minnesota
$66.5K +$80.4K +14,951 New
Deutsche Bank
207
Deutsche Bank
Germany
$65.4K +$7.42K +1,379 +10%
CB
208
Commerce Bank
Missouri
$62.6K
FDCDDQ
209
Federation des caisses Desjardins du Quebec
Quebec, Canada
$60.5K +$8.14K +1,514 +12%
Commonwealth Equity Services
210
Commonwealth Equity Services
Massachusetts
$60.5K -$19.1K -3,548 -20%
IWC
211
Integrated Wealth Concepts
Massachusetts
$58.8K +$72.3K +13,433 New
MYIA
212
Mount Yale Investment Advisors
Colorado
$58.2K +$71.3K +13,262 New
VAS
213
Vestmark Advisory Solutions
Massachusetts
$58.1K +$71.3K +13,262 New
VOYA Investment Management
214
VOYA Investment Management
Georgia
$57.2K -$2.18K -405 -3%
MOS
215
MGO One Seven
Ohio
$56.9K +$7.17K +1,333 +11%
Stifel Financial
216
Stifel Financial
Missouri
$55.2K +$67.8K +12,609 New
KAS
217
Kestra Advisory Services
Texas
$54.6K -$15.8K -2,939 -19%
CIAM
218
Caitong International Asset Management
Hong Kong
$53.4K +$61.6K +11,461 +1,570%
EPW
219
Evolve Private Wealth
California
$53.3K +$63.8K +11,869 New
KCP
220
Kera Capital Partners
California
$53K +$58K +10,785 New
NA
221
NewEdge Advisors
Louisiana
$52.9K +$63.4K +11,795 +4,213%
S
222
SignatureFD
Georgia
$51.5K +$6.25K +1,161 +11%
VCM
223
Versant Capital Management
Arizona
$51.4K +$5.51K +1,025 +10%
Raymond James Financial
224
Raymond James Financial
Florida
$51K +$62.6K +11,637 New
LWM
225
LJI Wealth Management
Indiana
$50.4K -$2.15K -400 -3%