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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
401
William Blair & Company
Illinois
$242K +$26.1K +823 +12%
VWM
402
Venturi Wealth Management
Texas
$240K +$5.51K +174 +2%
TW
403
Traveka Wealth
California
$238K +$2.28K +72 +0.9%
SMA
404
Seven Mile Advisory
New Jersey
$238K +$7.64K +241 +3%
PSP
405
Principal Street Partners
Tennessee
$237K -$198K -6,241 -44%
OFS
406
OneAscent Financial Services
Alabama
$236K +$247K +7,793 New
CT
407
Chicago Trust
Illinois
$234K -$3.68K -116 -1%
PNC
408
Park National Corp
Ohio
$233K
SC
409
Savant Capital
Illinois
$231K +$20.9K +659 +9%
FAIM
410
Financial Advocates Investment Management
Washington
$230K -$50.8K -1,603 -17%
CPBTD
411
Central Pacific Bank - Trust Division
Hawaii
$230K
KeyBank National Association
412
KeyBank National Association
Ohio
$226K -$26.1K -825 -10%
WI
413
WrapManager Inc
California
$223K -$13.6K -428 -6%
CWP
414
Cyndeo Wealth Partners
Florida
$223K
Carson Wealth (CWM LLC)
415
Carson Wealth (CWM LLC)
Nebraska
$222K -$1.3K -41 -0.6%
WCA
416
Westover Capital Advisors
Delaware
$221K
CH
417
Cromwell Holdings
Wyoming
$220K
KWM
418
Kingsview Wealth Management
Oregon
$218K +$228K +7,182 New
FCCM
419
First City Capital Management
Georgia
$217K -$158 -5 -0.1%
SS
420
SBI Securities
Japan
$213K +$223K +7,040 New
CIS
421
Custom Index Systems
New York
$213K +$223K +7,029 New
AIA
422
Angeles Investment Advisors
California
$213K -$2.92K -92 -1%
BPA
423
Beacon Pointe Advisors
California
$212K +$222K +7,006 New
RWB
424
RMR Wealth Builders
New Jersey
$212K
BCM
425
Bayesian Capital Management
New York
$211K +$220K +6,949 New