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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
GA
426
Greenspring Advisors
Maryland
$440K +$71.3K +1,565 +21%
WPC
427
Wedmont Private Capital
Pennsylvania
$440K -$44.8K -983 -10%
LA
428
LVW Advisors
New York
$437K +$401K +8,815 New
CWAG
429
Compton Wealth Advisory Group
Virginia
$437K
FOA
430
Five Oceans Advisors
California
$434K
Empower Advisory Group
431
Empower Advisory Group
Colorado
$434K -$16.3K -358 -4%
William Blair & Company
432
William Blair & Company
Illinois
$430K +$3.19K +70 +0.8%
KAS
433
Kestra Advisory Services
Texas
$427K +$33.2K +729 +9%
Envestnet Portfolio Solutions
434
Envestnet Portfolio Solutions
Illinois
$422K +$34K +746 +10%
Mirae Asset Global ETFs Holdings
435
Mirae Asset Global ETFs Holdings
Hong Kong
$420K +$66.7K +1,464 +21%
WRPWM
436
Werba Rubin Papier Wealth Management
California
$412K -$5.83K -128 -2%
NW
437
NewEdge Wealth
Pennsylvania
$408K +$55.2K +1,211 +17%
AWM
438
Avior Wealth Management
Nebraska
$404K -$70.3K -1,544 -16%
AF
439
Allworth Financial
California
$404K -$42.3K -928 -10%
PFPG
440
Pinnacle Financial Partners (Georgia)
Georgia
$403K -$90.5K -1,986 -20%
PWM
441
Perigon Wealth Management
California
$400K -$8.29K -182 -2%
IRC
442
Investors Research Corp
Georgia
$398K
NRC
443
New Republic Capital
North Carolina
$395K +$37.4K +821 +11%
TIA
444
Traphagen Investment Advisors
New Jersey
$394K -$81.4K -1,787 -18%
WANY
445
Wealthspire Advisors (New York)
New York
$392K +$65.7K +1,443 +22%
CFA
446
Collaborative Fund Advisors
Nevada
$391K +$66.2K +1,454 +23%
MFS
447
Mattson Financial Services
Michigan
$390K -$4.83K -106 -1%
PSP
448
Principal Street Partners
Tennessee
$381K
BJL
449
Brighton Jones LLC
Washington
$377K +$25.2K +554 +8%
TW
450
Traveka Wealth
California
$372K