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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
476
Cape Investment Advisory
Georgia
$16.2K – – –
GBT
477
Grove Bank & Trust
Florida
$15.6K +$8.84K +294 +140%
GCM
478
Gables Capital Management
Florida
$15.5K – – –
NFSG
479
Newbridge Financial Services Group
Florida
$15.5K – – –
FMP
480
Financial Management Professionals
Texas
$15K -$240 -8 -2%
RWA
481
Redmont Wealth Advisors
Illinois
$14.7K – – –
BWP
482
Baldwin Wealth Partners
Massachusetts
$14.3K – – –
KFI
483
Key Financial Inc
Pennsylvania
$14.1K – – –
GKIM
484
GW&K Investment Management
Massachusetts
$14K – – –
AA
485
Addison Advisors
Vermont
$13.1K -$4.6K -153 -26%
MA
486
Montag & Associates
Georgia
$12.8K – – –
USB
487
Union Savings Bank
Connecticut
$12.7K – – –
GFPC
488
Global Financial Private Client
Florida
$12.3K +$12K +399 New
PB
489
Pinnacle Bancorp
Nebraska
$11.8K +$11.5K +382 New
FFA
490
Frazier Financial Advisors
Ohio
$11.3K -$13.6K -451 -55%
HDIM
491
Hanson & Doremus Investment Management
Vermont
$10K -$2.79K -93 -22%
GJIA
492
Glass Jacobson Investment Advisors
Maryland
$9.74K – – –
SCM
493
Sterling Capital Management
North Carolina
$9.74K +$9.47K +315 New
JIP
494
Jaffetilchin Investment Partners
Florida
$9.67K +$9.41K +313 New
PW
495
Paladin Wealth
Minnesota
$9.61K +$9.35K +311 New
AFS
496
Annapolis Financial Services
Maryland
$9.55K – – –
W
497
WealthCollab
Washington
$9.52K – – –
RWM
498
Raffa Wealth Management
District of Columbia
$8.47K – – –
CAS
499
Coppell Advisory Solutions
Texas
$8.41K – – –
SIC
500
Salem Investment Counselors
North Carolina
$8.35K -$1.32K -44 -14%
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