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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
CWAG
401
Compton Wealth Advisory Group
Virginia
$269K -$461K -13,811 -61%
SG Americas Securities
402
SG Americas Securities
New York
$266K +$72.7K +2,180 +33%
TW
403
Traveka Wealth
California
$263K +$24.5K +736 +9%
CT
404
Chicago Trust
Illinois
$263K +$28.7K +860 +11%
CAM
405
Columbia Asset Management
Michigan
$262K – – –
CWP
406
Cyndeo Wealth Partners
Florida
$261K +$39.4K +1,181 +16%
OC
407
Oppenheimer & Co
New York
$259K -$1.5K -45 -0.5%
WPC
408
Wedmont Private Capital
Pennsylvania
$259K -$5.97K -179 -2%
FT
409
Fiduciary Trust
Massachusetts
$252K -$30.8K -924 -10%
Nomura Holdings
410
Nomura Holdings
Japan
$252K +$274K +8,220 New
SQA
411
Simon Quick Advisors
New Jersey
$251K +$274K +8,210 New
CB
412
Commerce Bank
Missouri
$251K -$21.3K -640 -7%
GM
413
GeoWealth Management
Illinois
$248K -$17.3K -518 -6%
VWM
414
Venturi Wealth Management
Texas
$248K +$6.14K +184 +2%
OFS
415
OneAscent Financial Services
Alabama
$247K +$11.5K +345 +4%
WRPWM
416
Werba Rubin Papier Wealth Management
California
$247K -$44.4K -1,332 -14%
EPIMS
417
Evelyn Partners Investment Management Services
$246K -$2.3K -69 -0.8%
VF
418
Virtu Financial
New York
$245K +$267K +8,011 New
AF
419
Allworth Financial
California
$242K +$86.9K +2,606 +47%
WCA
420
Westover Capital Advisors
Delaware
$240K +$17.8K +533 +7%
PSP
421
Principal Street Partners
Tennessee
$239K – – –
SMA
422
Seven Mile Advisory
New Jersey
$235K -$6.07K -182 -2%
FAIM
423
Financial Advocates Investment Management
Washington
$232K -$634 -19 -0.2%
KWM
424
Kingsview Wealth Management
Oregon
$227K +$8.04K +241 +3%
STA
425
Summit Trail Advisors
New York
$227K +$247K +7,420 New