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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
PBT
501
Pictet Bank & Trust
Bahamas
$286K – – –
MA
502
MONECO Advisors
Connecticut
$284K +$18K +395 +7%
FFN
503
Focus Financial Network
Minnesota
$283K +$261K +5,720 New
HI
504
Harbour Investments
Wisconsin
$283K +$5.37K +118 +2%
OFO
505
OneAscent Family Office
Alabama
$282K +$259K +5,691 New
AWA
506
Arkadios Wealth Advisors
Georgia
$282K -$227K -4,988 -47%
WF
507
Welch & Forbes
Massachusetts
$281K +$258K +5,660 New
IF
508
Integrity Financial
Wyoming
$280K – – –
AA
509
Aire Advisors
California
$280K – – –
ATPW
510
Ashton Thomas Private Wealth
Arizona
$280K +$2.19K +48 +0.9%
OC
511
Oppenheimer & Co
New York
$277K +$255K +5,588 New
PCIA
512
Prime Capital Investment Advisors
Kansas
$277K -$21.1K -463 -8%
PE
513
PCM Encore
Colorado
$273K +$10.3K +226 +4%
BF
514
Brucke Financial
Indiana
$273K -$3.37K -74 -1%
CAM
515
Cozad Asset Management
Illinois
$271K +$3.42K +75 +1%
WIA
516
World Investment Advisors
California
$271K -$63.1K -1,386 -17%
AWM
517
Apollon Wealth Management
South Carolina
$268K +$246K +5,411 New
PC
518
Permanens Capital
New York
$268K +$246K +5,399 New
DO
519
denkapparat Operations
Germany
$267K +$245K +5,388 New
GEA
520
Glen Eagle Advisors
New Jersey
$265K +$3.23K +71 +1%
TCBWMS
521
Texas Capital Bank Wealth Management Services
Texas
$262K – – –
ICP
522
Interchange Capital Partners
Pennsylvania
$261K +$239K +5,258 New
TFIPS
523
Towarzystwo Funduszy Inwestycyjnych PZU SA
$259K -$21.6K -475 -8%
AFP
524
Ausdal Financial Partners
Iowa
$258K +$237K +5,211 New
WA
525
Wealth Alliance
New York
$257K +$236K +5,181 New
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