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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
276
Key Financial Inc
Pennsylvania
$4K +$5.25K +456 New
FCM
277
Firestone Capital Management
Florida
$3K – – –
GWM
278
Geneos Wealth Management
Colorado
$2K -$7.4K -642 -68%
TAIM
279
TD Ameritrade Investment Management
Nebraska
$2K -$1.34K -116 -37%
HWM
280
HighMark Wealth Management
Minnesota
$2K -$1.07K -93 -25%
BFEC
281
Benjamin F. Edwards & Company
Missouri
$2K – – –
NFG
282
Next Financial Group
Texas
$2K – – –
SMFS
283
Squar Milner Financial Services
California
$2K – – –
AC
284
AlphaCore Capital
California
$2K +$2.27K +197 New
GSWM
285
Golden State Wealth Management
California
$2K +$2.59K +225 New
LWM
286
Lenox Wealth Management
Ohio
$2K +$2.8K +243 New
AP
287
Arlington Partners
Alabama
$2K +$2.86K +248 New
EW
288
Evoke Wealth
California
$1.17K -$13.6K -1,184 -90%
LPWM
289
Lake Point Wealth Management
Texas
$1K – – –
LWM
290
Liberty Wealth Management
California
$1K – – –
WCG
291
Weaver Consulting Group
California
$1K +$1.31K +114 New
CFFP
292
Center for Financial Planning
Michigan
$1K +$1.41K +122 New
CFGS
293
Concourse Financial Group Securities
Alabama
$1K +$1.69K +147 New
Federated Hermes
294
Federated Hermes
Pennsylvania
$1K +$1.84K +160 New
RWM
295
Raffa Wealth Management
District of Columbia
$815 +$1.01K +88 New
AWA
296
Arkadios Wealth Advisors
Georgia
$204 +$254 +22 New
GQG Partners
297
GQG Partners
Florida
– -$118M -9,350,211 Closed
Invesco
298
Invesco
Georgia
– -$88.2M -7,010,419 Closed
BBVA
299
Banco Bilbao Vizcaya Argentaria
Spain
– -$33M -2,613,573 Closed
Calamos Advisors
300
Calamos Advisors
Illinois
– -$18.5M -1,468,000 Closed