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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
ASA
376
Axxion S.A.
Luxembourg
$602K +$553K +12,134 New
FNBOH
377
First National Bank of Hutchinson
Kansas
$601K +$10.3K +227 +2%
MOS
378
MGO One Seven
Ohio
$598K +$550K +12,074 New
LG
379
Leuthold Group
Minnesota
$594K – – –
GCM
380
Gallacher Capital Management
Colorado
$590K +$96.9K +2,127 +22%
DWM
381
Drive Wealth Management
Utah
$587K +$13.5K +296 +3%
CIS
382
Custom Index Systems
New York
$586K +$4.78K +105 +0.9%
SCP
383
Sivia Capital Partners
California
$586K -$139K -3,051 -21%
FA
384
FDx Advisors
Illinois
$585K -$10.7K -234 -2%
MCM
385
MAI Capital Management
Ohio
$584K +$460K +10,104 +604%
NP
386
Nilsine Partners
Colorado
$580K +$7.06K +155 +1%
SWM
387
Seed Wealth Management
Illinois
$580K – – –
FMI
388
Frec Markets Inc
California
$565K +$95.3K +2,092 +22%
SIM
389
Studio Investment Management
Illinois
$559K -$9.02K -198 -2%
PAG
390
Private Advisor Group
New Jersey
$554K -$685K -15,044 -57%
EI
391
Ellevest Inc
New York
$550K +$120K +2,641 +31%
SWA
392
Sax Wealth Advisors
New Jersey
$535K -$13.5K -297 -2%
BEI
393
Benjamin Edwards Inc
Missouri
$532K +$489K +10,744 New
OL
394
Optas LLC
Texas
$530K +$22.7K +499 +5%
FAM
395
Fred Alger Management
New York
$530K -$337K -7,395 -41%
NS
396
NBC Securities
Alabama
$528K -$4.19K -92 -0.9%
KWM
397
Keebeck Wealth Management
Illinois
$525K +$82.5K +1,812 +21%
DADC
398
D.A. Davidson & Co
Montana
$524K -$12K -263 -2%
MEAC
399
M.E. Allison & Co
Texas
$523K – – –
BRWA
400
B. Riley Wealth Advisors
Florida
$522K -$10.8K -237 -2%
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