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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
376
Stephens Inc
Arkansas
$620K +$75.3K +1,654 +15%
DWM
377
Diversify Wealth Management
Utah
$607K +$113K +2,482 +27%
DAS
378
Diversify Advisory Services
Utah
$607K +$526K +11,559 New
ASA
379
Axxion S.A.
Luxembourg
$602K +$553K +12,134 New
FNBOH
380
First National Bank of Hutchinson
Kansas
$601K +$10.3K +227 +2%
MOS
381
MGO One Seven
Ohio
$598K +$550K +12,074 New
LG
382
Leuthold Group
Minnesota
$594K – – –
GCM
383
Gallacher Capital Management
Colorado
$590K +$96.9K +2,127 +22%
DWM
384
Drive Wealth Management
Utah
$587K +$13.5K +296 +3%
CIS
385
Custom Index Systems
New York
$586K +$4.78K +105 +0.9%
SCP
386
Sivia Capital Partners
California
$586K -$139K -3,051 -21%
FA
387
FDx Advisors
Illinois
$585K -$10.7K -234 -2%
MCM
388
MAI Capital Management
Ohio
$584K +$460K +10,104 +604%
NP
389
Nilsine Partners
Colorado
$580K +$7.06K +155 +1%
SWM
390
Seed Wealth Management
Illinois
$580K – – –
FMI
391
Frec Markets Inc
California
$565K +$95.3K +2,092 +22%
SIM
392
Studio Investment Management
Illinois
$559K -$9.02K -198 -2%
PAG
393
Private Advisor Group
New Jersey
$554K -$685K -15,044 -57%
EI
394
Ellevest Inc
New York
$550K +$120K +2,641 +31%
SWA
395
Sax Wealth Advisors
New Jersey
$535K -$13.5K -297 -2%
BEI
396
Benjamin Edwards Inc
Missouri
$532K +$489K +10,744 New
OL
397
Optas LLC
Texas
$530K +$22.7K +499 +5%
FAM
398
Fred Alger Management
New York
$530K -$337K -7,395 -41%
NS
399
NBC Securities
Alabama
$528K -$4.19K -92 -0.9%
KWM
400
Keebeck Wealth Management
Illinois
$525K +$82.5K +1,812 +21%
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