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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
ATS
476
Ashton Thomas Securities
New York
$16.3K +$15.9K +528 New
CIA
477
Cape Investment Advisory
Georgia
$16.2K – – –
GBT
478
Grove Bank & Trust
Florida
$15.6K +$8.84K +294 +140%
GCM
479
Gables Capital Management
Florida
$15.5K – – –
NFSG
480
Newbridge Financial Services Group
Florida
$15.5K – – –
FMP
481
Financial Management Professionals
Texas
$15K -$240 -8 -2%
RWA
482
Redmont Wealth Advisors
Illinois
$14.7K – – –
BWP
483
Baldwin Wealth Partners
Massachusetts
$14.3K – – –
KFI
484
Key Financial Inc
Pennsylvania
$14.1K – – –
GKIM
485
GW&K Investment Management
Massachusetts
$14K – – –
AA
486
Addison Advisors
Vermont
$13.1K -$4.6K -153 -26%
MA
487
Montag & Associates
Georgia
$12.8K – – –
USB
488
Union Savings Bank
Connecticut
$12.7K – – –
GFPC
489
Global Financial Private Client
Florida
$12.3K +$12K +399 New
PB
490
Pinnacle Bancorp
Nebraska
$11.8K +$11.5K +382 New
BWM
491
Bullock Wealth Management
Indiana
$11.8K +$11.5K +383 New
FFA
492
Frazier Financial Advisors
Ohio
$11.3K -$13.6K -451 -55%
HDIM
493
Hanson & Doremus Investment Management
Vermont
$10K -$2.79K -93 -22%
GJIA
494
Glass Jacobson Investment Advisors
Maryland
$9.74K – – –
SCM
495
Sterling Capital Management
North Carolina
$9.74K +$9.47K +315 New
JIP
496
Jaffetilchin Investment Partners
Florida
$9.67K +$9.41K +313 New
PW
497
Paladin Wealth
Minnesota
$9.61K +$9.35K +311 New
AFS
498
Annapolis Financial Services
Maryland
$9.55K – – –
W
499
WealthCollab
Washington
$9.52K – – –
RWM
500
Raffa Wealth Management
District of Columbia
$8.47K – – –
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