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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
351
Optimum Investment Advisors
Illinois
$7K +$6.77K +358 New
RWM
352
Raffa Wealth Management
District of Columbia
$6.9K – – –
AFS
353
Annapolis Financial Services
Maryland
$6K – – –
ADL
354
Asset Dedication LLC
California
$6K – – –
CBT
355
CoreFirst Bank & Trust
Kansas
$6K – – –
LWP
356
Laurel Wealth Planning
Minnesota
$6K – – –
CIBC Private Wealth Group
357
CIBC Private Wealth Group
Georgia
$6K +$6.17K +326 New
Lazard Asset Management
358
Lazard Asset Management
New York
$6K +$6.38K +337 New
AWA
359
Aaron Wealth Advisors
Illinois
$5.8K +$5.62K +297 New
BFEC
360
Benjamin F. Edwards & Company
Missouri
$5K – – –
DHGWA
361
Dixon Hughes Goodman Wealth Advisors
North Carolina
$5K +$1.27K +67 +41%
GWM
362
Geneos Wealth Management
Colorado
$5K +$5.33K +282 New
CCM
363
Copeland Capital Management
Pennsylvania
$4K +$643 +34 +19%
GEA
364
Glen Eagle Advisors
New Jersey
$3.5K – – –
HWM
365
HighMark Wealth Management
Minnesota
$3K -$1.08K -57 -25%
CTC
366
Central Trust Company
Missouri
$3K – – –
CCA
367
Column Capital Advisors
Indiana
$3K – – –
RIM
368
Rockbridge Investment Management
New York
$2.03K – – –
AIP
369
Ahrens Investment Partners
Louisiana
$2K – – –
ACM
370
Antonetti Capital Management
Florida
$2K – – –
EI
371
Ellevest Inc
New York
$2K – – –
HI
372
Hudock Inc
Pennsylvania
$1K – – –
LWA
373
Lenox Wealth Advisors
New York
$1K – – –
Federated Hermes
374
Federated Hermes
Pennsylvania
$1K +$795 +42 New
Barclays
375
Barclays
United Kingdom
– -$486M -27,173,428 Closed