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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
LG
376
Leuthold Group
Minnesota
$572K +$727 +18 +0.1%
SWM
377
Spire Wealth Management
Virginia
$569K -$2.5K -62 -0.5%
EPIMS
378
Evelyn Partners Investment Management Services
$565K +$162K +4,009 +49%
SI
379
Stephens Inc
Arkansas
$562K +$51.5K +1,274 +12%
VWM
380
Venturi Wealth Management
Texas
$559K +$44.1K +1,091 +10%
CI
381
Corient IA
Florida
$551K -$328K -8,110 -41%
KAS
382
Kestra Advisory Services
Texas
$544K -$4.69M -116,042 -91%
CIS
383
Custom Index Systems
New York
$543K – – –
SAM
384
Smartleaf Asset Management
Massachusetts
$542K +$61.8K +1,529 +15%
SWM
385
Seed Wealth Management
Illinois
$542K -$10.1K -250 -2%
SIM
386
Studio Investment Management
Illinois
$533K -$34.9K -863 -7%
TPI
387
Trust Point Inc
Wisconsin
$529K +$117K +2,888 +34%
MWM
388
Mission Wealth Management
California
$529K -$17.6K -435 -4%
EV
389
EJMK Ventures
Illinois
$528K +$461K +11,398 New
AWM
390
Aprio Wealth Management
Georgia
$526K -$646 -16 -0.1%
ATIA
391
American Trust Investment Advisors
New Hampshire
$523K – – –
GM
392
GeoWealth Management
Illinois
$522K +$103K +2,561 +29%
NRC
393
New Republic Capital
North Carolina
$519K +$453K +11,216 New
KOCAA
394
Knights of Columbus Asset Advisors
Connecticut
$515K – – –
RC
395
Roundview Capital
New Jersey
$512K +$447K +11,062 New
SPIA
396
Steward Partners Investment Advisory
New York
$502K -$12.2K -302 -3%
DOA
397
D'Orazio & Associates
Virginia
$499K – – –
DADC
398
D.A. Davidson & Co
Montana
$496K +$32K +793 +8%
SMA
399
Sage Mountain Advisors
Georgia
$495K +$1.94K +48 +0.5%
IP
400
Indivisible Partners
Florida
$493K +$430K +10,639 New
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