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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
Seed Wealth Management
Illinois
$457K
RFP
402
Root Financial Partners
California
$453K -$197K -4,604 -28%
DWM
403
Drive Wealth Management
Utah
$451K -$44.8K -1,047 -8%
SIM
404
Studio Investment Management
Illinois
$449K -$1.2K -28 -0.2%
Carson Wealth (CWM LLC)
405
Carson Wealth (CWM LLC)
Nebraska
$439K +$71.4K +1,668 +17%
MWM
406
Mission Wealth Management
California
$435K -$11.8K -276 -2%
KOCAA
407
Knights of Columbus Asset Advisors
Connecticut
$434K
NO
408
Ninety One
South Africa
$431K -$53.2K -1,244 -10%
SPIA
409
Steward Partners Investment Advisory
New York
$426K +$3.34K +78 +0.7%
SI
410
Stephens Inc
Arkansas
$424K -$55.2K -1,291 -11%
DADC
411
D.A. Davidson & Co
Montana
$423K +$4.79K +112 +1%
DOA
412
D'Orazio & Associates
Virginia
$421K
NS
413
NBC Securities
Alabama
$420K -$105K -2,462 -19%
AWA
414
Arkadios Wealth Advisors
Georgia
$417K +$34.7K +810 +8%
MEAC
415
M.E. Allison & Co
Texas
$413K
BCIM
416
British Columbia Investment Management
British Columbia, Canada
$408K -$385K -8,986 -46%
IP
417
Indivisible Partners
Florida
$407K -$9.89K -231 -2%
OL
418
Optas LLC
Texas
$398K -$257 -6 -0.1%
BRWA
419
B. Riley Wealth Advisors
Florida
$396K -$123K -2,871 -21%
PFPG
420
Pinnacle Financial Partners (Georgia)
Georgia
$396K +$1.16K +27 +0.3%
RC
421
Roundview Capital
New Jersey
$393K -$42.8K -1,000 -9%
CCI
422
Credit Capital Investments
New Jersey
$391K -$214K -5,000 -33%
WPC
423
Wedmont Private Capital
Pennsylvania
$390K -$20.8K -487 -5%
DWM
424
Diversify Wealth Management
Utah
$388K +$388K +9,077 New
GCM
425
Gallacher Capital Management
Colorado
$382K -$222K -5,178 -35%