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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
VFM
351
Viking Fund Management
North Dakota
$664K +$728K +17,000 New
CIA
352
Concurrent Investment Advisors
Florida
$664K +$81.5K +1,904 +13%
ICP
353
Impact Capital Partners
Colorado
$664K +$9.84K +230 +1%
OIA
354
OneDigital Investment Advisors
Kansas
$659K -$12.1K -283 -2%
HWM
355
HB Wealth Management
Georgia
$650K +$83.6K +1,953 +13%
SC
356
Savant Capital
Illinois
$648K +$129K +3,011 +22%
SWA
357
Sax Wealth Advisors
New Jersey
$648K
BWA
358
Basecamp Wealth Advisors
Washington
$639K -$43 -1 -0%
WA
359
Waverly Advisors
Alabama
$636K -$2.48K -58 -0.4%
PA
360
Parallel Advisors
California
$636K +$27K +632 +4%
ATIA
361
American Trust Investment Advisors
New Hampshire
$635K +$212K +4,965 +44%
CFG
362
Citizens Financial Group
Rhode Island
$634K -$113K -2,645 -14%
XC
363
XY Capital
Hong Kong
$631K +$691K +16,150 New
NVCHI
364
New Vernon Capital Holdings II
New Jersey
$628K -$109K -2,541 -14%
LOIM
365
Liberty One Investment Management
Illinois
$620K +$58.7K +1,372 +9%
Janney Montgomery Scott
366
Janney Montgomery Scott
Pennsylvania
$588K +$225K +5,257 +54%
SWP
367
Sagespring Wealth Partners
Tennessee
$588K -$36.5K -853 -5%
EWM
368
Empirical Wealth Management
Washington
$586K -$38.1K -891 -6%
KFC
369
Klingenstein Fields & Co
New York
$583K
FAMI
370
Fideuram Asset Management (Ireland)
$581K +$789K +18,438 New
SCP
371
Sivia Capital Partners
California
$581K -$314K -7,338 -33%
BA
372
Bridgewater Advisors
New York
$557K -$93K -2,172 -15%
SRC
373
Sage Rhino Capital
California
$557K +$1.28K +30 +0.2%
DC
374
Davenport & Co
Virginia
$556K +$34.8K +814 +6%
LFA
375
Legacy Financial Advisors
Kentucky
$556K +$27.3K +638 +5%