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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
OFO
501
OneAscent Family Office
Alabama
$282K +$259K +5,691 New
AWA
502
Arkadios Wealth Advisors
Georgia
$282K -$227K -4,988 -47%
WF
503
Welch & Forbes
Massachusetts
$281K +$258K +5,660 New
IF
504
Integrity Financial
Wyoming
$280K
AA
505
Aire Advisors
California
$280K
ATPW
506
Ashton Thomas Private Wealth
Arizona
$280K +$2.19K +48 +0.9%
OC
507
Oppenheimer & Co
New York
$277K +$255K +5,588 New
PCIA
508
Prime Capital Investment Advisors
Kansas
$277K -$21.1K -463 -8%
PE
509
PCM Encore
Colorado
$273K +$10.3K +226 +4%
BF
510
Brucke Financial
Indiana
$273K -$3.37K -74 -1%
CAM
511
Cozad Asset Management
Illinois
$271K +$3.42K +75 +1%
WIA
512
World Investment Advisors
California
$271K -$63.1K -1,386 -17%
AWM
513
Apollon Wealth Management
South Carolina
$268K +$246K +5,411 New
PC
514
Permanens Capital
New York
$268K +$246K +5,399 New
DO
515
denkapparat Operations
Germany
$267K +$245K +5,388 New
GEA
516
Glen Eagle Advisors
New Jersey
$265K +$3.23K +71 +1%
TCBWMS
517
Texas Capital Bank Wealth Management Services
Texas
$262K
ICP
518
Interchange Capital Partners
Pennsylvania
$261K +$239K +5,258 New
TFIPS
519
Towarzystwo Funduszy Inwestycyjnych PZU SA
$259K -$21.6K -475 -8%
AFP
520
Ausdal Financial Partners
Iowa
$258K +$237K +5,211 New
WA
521
Wealth Alliance
New York
$257K +$236K +5,181 New
Financial Engines Advisors
522
Financial Engines Advisors
California
$254K +$234K +5,132 New
ASN
523
Advisory Services Network
Georgia
$254K -$11.1K -243 -5%
BNP Paribas Financial Markets
524
BNP Paribas Financial Markets
France
$252K -$11.7M -257,101 -98%
CM
525
Capula Management
Cayman Islands
$249K +$229K +5,032 New