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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
476
Centurion Wealth Management
Virginia
$322K – – –
FWI
477
Facet Wealth Inc
Maryland
$321K +$295K +6,476 New
FG
478
Foster Group
Iowa
$320K +$294K +6,458 New
EPW
479
Evolve Private Wealth
California
$318K -$56.8K -1,246 -16%
HH
480
Hilltop Holdings
Texas
$315K +$137 +3 +0%
CAS
481
Coppell Advisory Solutions
Texas
$308K +$23.2K +509 New
FPAS
482
Focus Partners Advisor Solutions
Missouri
$307K +$282K +6,199 New
SW
483
Simplicity Wealth
New Jersey
$305K +$281K +6,164 New
FCCM
484
First City Capital Management
Georgia
$305K -$13.9K -306 -5%
S
485
Sunpointe
Missouri
$304K – – –
GGA
486
Granite Group Advisors
Connecticut
$303K – – –
SAI
487
Savvy Advisors Inc
New York
$300K +$276K +6,059 New
JTWM
488
Jackson Thornton Wealth Management
Alabama
$300K +$35.1K +770 +15%
PWG
489
Portside Wealth Group
Utah
$300K +$276K +6,054 New
SCM
490
SCS Capital Management
Massachusetts
$300K +$9.75K +214 +4%
GWS
491
Greykasell Wealth Strategies
California
$300K – – –
GAM
492
Gotham Asset Management
New York
$298K – – –
IIC
493
Integrated Investment Consultants
Michigan
$296K – – –
EV
494
EJMK Ventures
Illinois
$296K -$113K -2,476 -29%
SIA
495
Soltis Investment Advisors
Utah
$296K -$10.8K -238 -4%
SB
496
Simmons Bank
Arkansas
$295K -$20.5K -450 -7%
Luther King Capital Management (LKCM)
497
Luther King Capital Management (LKCM)
Texas
$294K +$270K +5,923 New
PEAK6
498
PEAK6
Illinois
$293K -$6.44M -141,320 -96%
VVP
499
Venture Visionary Partners
Ohio
$289K +$265K +5,827 New
AGC
500
Aspen Grove Capital
Colorado
$287K +$264K +5,798 New