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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
451
Principal Street Partners
Tennessee
$381K – – –
BJL
452
Brighton Jones LLC
Washington
$377K +$25.2K +554 +8%
TW
453
Traveka Wealth
California
$372K – – –
FFM
454
Fullerton Fund Management
Singapore
$364K +$334K +7,327 New
WCA
455
Westover Capital Advisors
Delaware
$362K – – –
CH
456
Cromwell Holdings
Wyoming
$359K – – –
KOCAA
457
Knights of Columbus Asset Advisors
Connecticut
$358K -$177K -3,893 -35%
PTC
458
Private Trust Company
Ohio
$356K +$298K +6,550 +1,031%
BCV
459
Banque Cantonale Vaudoise
Switzerland
$356K +$943K +20,697 +0.3%
NI
460
Natural Investments
California
$355K +$327K +7,171 New
5NPW
461
55 North Private Wealth
Florida
$355K +$326K +7,162 New
DTL
462
Dynamic Technology Lab
Singapore
$350K +$321K +7,054 New
ZF
463
Zhang Financial
Michigan
$350K – – –
NO
464
Ninety One
South Africa
$348K -$195K -4,272 -38%
SMA
465
Seven Mile Advisory
New Jersey
$346K +$11.1K +243 +4%
MGWM
466
Marks Group Wealth Management
Minnesota
$344K +$316K +6,941 New
AWM
467
Athena Wealth Management
Nevada
$342K +$29.3K +644 +10%
BFA
468
Brown Financial Advisors
Ohio
$339K -$6.24K -137 -2%
CAM
469
Columbia Asset Management
Michigan
$337K -$9.11K -200 -3%
AWM
470
AE Wealth Management
Kansas
$330K +$304K +6,666 New
HP
471
Havemeyer Place
Connecticut
$329K -$1.48M -32,579 -83%
AWM
472
Angeles Wealth Management
California
$328K +$17.4K +381 +6%
KP
473
Keel Point
Alabama
$328K +$301K +6,613 New
RA
474
Riversedge Advisors
Delaware
$324K +$297K +6,531 New
TAM
475
Titleist Asset Management
Texas
$322K +$296K +6,501 New
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