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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
326
BlackRock
New York
– -$15K -1,364 Closed
ACA
327
Atlas Capital Advisors
Wyoming
– -$14K -1,234 Closed
RWA
328
Ropes Wealth Advisors
Massachusetts
– -$12K -1,100 Closed
CAPTRUST Financial Advisors
329
CAPTRUST Financial Advisors
North Carolina
– -$12K -1,080 Closed
TC
330
Truvestments Capital
Florida
– -$12K -1,069 Closed
FMTCOCP
331
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$9K -830 Closed
CB
332
CNB Bank
Pennsylvania
– -$7K -622 Closed
WTC
333
WhitTier Trust Company
Nevada
– -$7K -605 Closed
EWA
334
Evolution Wealth Advisors
Florida
– -$5K -440 Closed
PMFA
335
Plante Moran Financial Advisors
Michigan
– -$5K -418 Closed
NSIM
336
North Star Investment Management
Illinois
– -$3K -260 Closed
PFBT
337
Parkside Financial Bank & Trust
Missouri
– -$3K -250 Closed
MPWT
338
MassMutual Private Wealth & Trust
Connecticut
– -$1.56K -131 -94%
WA
339
WestEnd Advisors
North Carolina
– -$1.19K -105 Closed
FGAM
340
Financial Gravity Asset Management
Texas
– -$1K -62 Closed
PFO
341
Pathstone Family Office
New Jersey
– -$1K -48 Closed
HIA
342
Harbor Investment Advisory
Maryland
– +$12 +1 New
OPS
343
Orion Portfolio Solutions
Nebraska
– +$274 +23 New
AWM
344
Atticus Wealth Management
Florida
– +$440 +37 New