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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
CPBTD
401
Central Pacific Bank - Trust Division
Hawaii
$235K
SMA
402
Seven Mile Advisory
New Jersey
$235K +$13.8K +459 +6%
CWP
403
Cyndeo Wealth Partners
Florida
$227K +$13.6K +454 +7%
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$227K -$8.14K -271 -4%
HAG
405
HighPoint Advisor Group
Illinois
$227K +$219K +7,284 New
OIA
406
OneDigital Investment Advisors
Kansas
$226K -$30 -1 -0%
WCA
407
Westover Capital Advisors
Delaware
$226K
CH
408
Cromwell Holdings
Wyoming
$224K
FCCM
409
First City Capital Management
Georgia
$221K -$10.2K -340 -5%
William Blair & Company
410
William Blair & Company
Illinois
$221K -$6.31K -210 -3%
Empower Advisory Group
411
Empower Advisory Group
Colorado
$221K +$9.11K +303 +4%
AO
412
Advisor OS
Illinois
$221K -$23.9K -794 -10%
AIA
413
Angeles Investment Advisors
California
$220K -$1.98K -66 -0.9%
AWM
414
Avior Wealth Management
Nebraska
$217K -$120 -4 -0.1%
RWB
415
RMR Wealth Builders
New Jersey
$216K
SC
416
Savant Capital
Illinois
$215K +$209K +6,951 New
HWM
417
HB Wealth Management
Georgia
$206K +$200K +6,653 New
1WA
418
180 Wealth Advisors
Washington
$204K -$12.8K -427 -6%
TRCT
419
Tower Research Capital (TRC)
New York
$196K -$182K -6,054 -49%
EWA
420
EverSource Wealth Advisors
Alabama
$196K -$91.1K -3,031 -32%
GEA
421
Glen Eagle Advisors
New Jersey
$185K
AF
422
Allworth Financial
California
$161K +$8.2K +273 +6%
HCP
423
Hexagon Capital Partners
Arkansas
$160K -$4.72K -157 -3%
IA
424
IFP Advisors
Florida
$157K -$45.3K -1,507 -23%
PS
425
Principal Securities
Iowa
$157K -$7.42K -247 -5%