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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
TIA
426
Traphagen Investment Advisors
New Jersey
$381K +$417K +9,745 New
Lido Advisors
427
Lido Advisors
California
$380K +$48.9K +1,142 +13%
AWM
428
Avior Wealth Management
Nebraska
$379K +$132K +3,085 +47%
CB
429
Commerce Bank
Missouri
$378K +$31.6K +739 +8%
JSAM
430
J. Safra Asset Management
New York
$365K +$400K +9,340 New
FMI
431
Frec Markets Inc
California
$364K +$77.4K +1,809 +24%
SG Americas Securities
432
SG Americas Securities
New York
$359K +$394K +9,200 New
MG
433
Mather Group
Illinois
$358K
Empower Advisory Group
434
Empower Advisory Group
Colorado
$356K +$26.4K +618 +7%
VFA
435
Valeo Financial Advisors
Indiana
$356K -$328K -7,665 -46%
AP
436
Anchyra Partners
Georgia
$355K +$12.6K +294 +3%
AF
437
Allworth Financial
California
$355K +$40.8K +953 +12%
FT
438
Fiduciary Trust
Massachusetts
$353K -$3.29K -77 -0.8%
AWA
439
Aaron Wealth Advisors
Illinois
$349K +$383K +8,938 New
KWM
440
Kingsview Wealth Management
Oregon
$349K +$20.8K +487 +6%
CWAG
441
Compton Wealth Advisory Group
Virginia
$349K
FAL
442
Focused Alpha LLC
Colorado
$343K
KWM
443
Keebeck Wealth Management
Illinois
$343K +$109K +2,540 +41%
FOA
444
Five Oceans Advisors
California
$343K
William Blair & Company
445
William Blair & Company
Illinois
$336K -$71.3K -1,667 -16%
EI
446
Ellevest Inc
New York
$331K +$362K +8,464 New
EV
447
EJMK Ventures
Illinois
$330K -$126K -2,943 -26%
WRPWM
448
Werba Rubin Papier Wealth Management
California
$330K +$6.8K +159 +2%
PW
449
PUREfi Wealth
Massachusetts
$327K +$60.9K +1,424 +21%
Brown Advisory
450
Brown Advisory
Maryland
$324K +$355K +8,294 New