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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
376
Merit Financial Group
Georgia
$544K +$15.7K +366 +3%
SA
377
swisspartners Advisors
Switzerland
$535K – – –
TPI
378
Trust Point Inc
Wisconsin
$533K +$94.9K +2,218 +19%
BPA
379
Beacon Pointe Advisors
California
$528K +$578K +13,506 New
SGI
380
Summit Global Investments
Utah
$526K +$308K +7,199 +115%
OAM
381
Oppenheimer Asset Management
New York
$519K -$75.2K -1,758 -12%
PWPS
382
Pinnacle Wealth Planning Services
Ohio
$509K +$22.3K +521 +4%
BHPW
383
Beverly Hills Private Wealth
California
$506K -$108K -2,523 -16%
NCM
384
Northside Capital Management
Oregon
$501K -$549K -12,832 -50%
VWM
385
Vigil Wealth Management
Florida
$496K +$544K +12,700 New
QOP
386
Quinn Opportunity Partners
Virginia
$493K – – –
CC
387
Centiva Capital
New York
$492K +$539K +12,589 New
SM
388
Sciencast Management
New Jersey
$490K +$536K +12,531 New
SAM
389
Smartleaf Asset Management
Massachusetts
$487K +$69.8K +1,632 +14%
NP
390
Nilsine Partners
Colorado
$487K +$494K +11,553 New
SWM
391
Spire Wealth Management
Virginia
$479K -$300 -7 -0.1%
AWM
392
Aprio Wealth Management
Georgia
$475K +$33.4K +781 +7%
EPIMS
393
Evelyn Partners Investment Management Services
$473K – – –
FA
394
FDx Advisors
Illinois
$470K +$515K +12,031 New
LG
395
Leuthold Group
Minnesota
$468K -$15.3K -358 -3%
FNBOH
396
First National Bank of Hutchinson
Kansas
$465K -$124K -2,900 -20%
CI
397
Corient IA
Florida
$465K – – –
MPG
398
My Portfolio Guide
California
$464K +$508K +11,877 New
O
399
Ossiam
France
$461K -$2.54M -59,461 -83%
CIS
400
Custom Index Systems
New York
$458K – – –
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