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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
326
OneDigital Investment Advisors
Kansas
$1.04M +$192K +4,210 +25%
VWM
327
Venturi Wealth Management
Texas
$1.02M +$48.1K +1,057 +5%
PP
328
PDS Planning
Ohio
$1.01M +$69.5K +1,526 +8%
CB
329
Centennial Bank
Arkansas
$985K -$2.55K -56 -0.3%
TMC
330
Themes Management Co
Connecticut
$977K -$271K -5,952 -23%
PCS
331
Personal CFO Solutions
New Jersey
$966K +$12.1K +266 +1%
HWM
332
HB Wealth Management
Georgia
$946K +$112K +2,466 +15%
PCM
333
Pavaki Capital Management
Colorado
$942K – – –
KPWS
334
Kestra Private Wealth Services
Texas
$941K -$89.4K -1,962 -9%
DWT
335
Dorsey & Whitney Trust
South Dakota
$931K +$71.6K +1,572 +9%
AWP
336
Abacus Wealth Partners
California
$898K -$877K -19,247 -52%
NWAG
337
Net Worth Advisory Group
Utah
$889K +$22K +483 +3%
WA
338
Waverly Advisors
Alabama
$847K +$36.6K +803 +5%
ICP
339
Impact Capital Partners
Colorado
$843K +$1.05K +23 +0.1%
NIG
340
NFJ Investment Group
Texas
$827K +$938K +20,596 New
AG
341
Ascent Group
Virginia
$822K -$29.9K -657 -4%
CFG
342
Citizens Financial Group
Rhode Island
$819K +$13.4K +294 +2%
FLPIM
343
F.L. Putnam Investment Management
Massachusetts
$811K -$141K -3,100 -16%
BWA
344
Basecamp Wealth Advisors
Washington
$809K -$865 -19 -0.1%
ATIA
345
American Trust Investment Advisors
New Hampshire
$806K – – –
MFG
346
Merit Financial Group
Georgia
$801K +$102K +2,242 +16%
SWP
347
Sagespring Wealth Partners
Tennessee
$800K +$50.3K +1,104 +7%
NVCHI
348
New Vernon Capital Holdings II
New Jersey
$797K – – –
WPA
349
Winning Points Advisors
Florida
$777K -$412K -9,037 -23%
LOIM
350
Liberty One Investment Management
Illinois
$742K -$40.6K -891 -6%
12 13
14
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