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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
426
Bell Investment Advisors
California
$2.88K -$1.95K -97 -41%
CPG
427
Cornerstone Planning Group
New Jersey
$2.74K +$2.71K +135 New
BCMLT
428
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.25K +$2.23K +111 New
AA
429
Ancora Advisors
Ohio
$2.03K +$2.01K +100 New
PPC
430
Park Place Capital
Alabama
$2.01K -$16.4K -817 -89%
AssetMark Inc
431
AssetMark Inc
California
$1.89K -$4.36K -217 -70%
AWM
432
Abound Wealth Management
Tennessee
$1.62K +$1.61K +80 New
NIC
433
Northwest Investment Counselors
Oregon
$1.32K -$80 -4 -6%
CTA
434
Colonial Trust Advisors
South Carolina
$1.26K +$1.25K +62 New
FFA
435
Farther Finance Advisors
California
$1.18K +$40 +2 +4%
FSWA
436
Financial Synergies Wealth Advisors
Texas
$1.16K +$221 +11 +24%
CFO
437
CVA Family Office
Colorado
$1.03K +$1.02K +51 New
FBC
438
Fairfield, Bush & Co
Connecticut
$1.01K +$1K +50 New
GIA
439
GHP Investment Advisors
Colorado
$1K +$865 +43 New
TAIM
440
TD Ameritrade Investment Management
Nebraska
$1K -$2.83K -141 -67%
AW
441
Avion Wealth
Texas
$1K – – –
BWL
442
Bogart Wealth LLC
Virginia
$973 +$462 +23 +92%
Kayne Anderson Rudnick Investment Management
443
Kayne Anderson Rudnick Investment Management
California
$973 +$965 +48 New
FWM
444
Focused Wealth Management
New York
$932 +$925 +46 New
HFM
445
Hartford Financial Management
Connecticut
$892 +$885 +44 New
TAM
446
Tucker Asset Management
Colorado
$892 +$885 +44 New
CWC
447
Carolinas Wealth Consulting
North Carolina
$878 -$60 -3 -7%
M
448
MOTCO
Texas
$588 +$583 +29 New
WP
449
WealthPLAN Partners
Nebraska
$345 +$342 +17 New
WWM
450
Wolff Wiese Magana
California
$244 +$241 +12 New