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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
451
Winch Advisory Services
Wisconsin
$5K
SFG
452
Steward Financial Group
Texas
$5K +$5K +214 New
OLVIG
453
Oliver Lagore Vanvalin Investment Group
Michigan
$4.44K +$4.2K +180 New
CCM
454
Copeland Capital Management
Pennsylvania
$4.21K -$1K -43 -20%
Federated Hermes
455
Federated Hermes
Pennsylvania
$3.5K +$3.32K +142 New
AssetMark Inc
456
AssetMark Inc
California
$3.4K +$1.05K +45 +48%
SS
457
Sunbelt Securities
Texas
$2.96K +$2.8K +120 New
PWA
458
Provenance Wealth Advisors
Florida
$2.93K +$2.78K +119 New
AWM
459
Activest Wealth Management
Florida
$2.74K -$234 -10 -8%
PPC
460
Park Place Capital
Alabama
$2.44K
BCMLT
461
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.25K
OP
462
ORG Partners
Indiana
$2.1K -$3.06K -131 -61%
AWM
463
Abound Wealth Management
Tennessee
$1.97K
PLU
464
Performa Ltd (US)
South Carolina
$1.85K -$38.9K -1,664 -96%
NIC
465
Northwest Investment Counselors
Oregon
$1.6K
BCM
466
Bourgeon Capital Management
Connecticut
$1.46K +$1.38K +59 New
FSWA
467
Financial Synergies Wealth Advisors
Texas
$1.41K
BWL
468
Bogart Wealth LLC
Virginia
$1.18K
Kayne Anderson Rudnick Investment Management
469
Kayne Anderson Rudnick Investment Management
California
$1.18K
FWM
470
Focused Wealth Management
New York
$1.13K
HFM
471
Hartford Financial Management
Connecticut
$1.08K
TAM
472
Tucker Asset Management
Colorado
$1.08K
GIA
473
GHP Investment Advisors
Colorado
$1.05K
CWC
474
Carolinas Wealth Consulting
North Carolina
$1.02K
AW
475
Avion Wealth
Texas
$1K