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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
501
Bourgeon Capital Management
Connecticut
$3.12K +$1.1K +42 +71%
RS
502
Rakuten Securities
Japan
$3.09K +$2.63K +100 New
PPC
503
Park Place Capital
Alabama
$3.06K – – –
TWM
504
Tradition Wealth Management
Minnesota
$3K -$4.16K -158 -61%
BCMLT
505
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.74K – – –
AWM
506
Abound Wealth Management
Tennessee
$2.38K -$79 -3 -4%
FFO
507
Fortitude Family Office
Arizona
$2.29K +$1.95K +74 New
Kayne Anderson Rudnick Investment Management
508
Kayne Anderson Rudnick Investment Management
California
$2.01K +$447 +17 +35%
AW
509
Avion Wealth
Texas
$2K – – –
FBC
510
Fairfield, Bush & Co
Connecticut
$1.54K +$1.31K +50 New
BWL
511
Bogart Wealth LLC
Virginia
$1.48K – – –
FWM
512
Focused Wealth Management
New York
$1.42K – – –
MFA
513
McClarren Financial Advisors
Pennsylvania
$1K – – –
CWC
514
Carolinas Wealth Consulting
North Carolina
$982 -$289 -11 -26%
FSWA
515
Financial Synergies Wealth Advisors
Texas
$859 -$289 -11 -19%
LFG
516
Larson Financial Group
Missouri
$803 +$684 +26 New
CTA
517
Colonial Trust Advisors
South Carolina
$680 – – –
MFT
518
Moisand Fitzgerald Tamayo
Florida
$279 – – –
SFA
519
Semmax Financial Advisors
North Carolina
$217 – – –
TAM
520
Tucker Asset Management
Colorado
$124 -$1.05K -40 -91%
WWM
521
Wolff Wiese Magana
California
$124 -$210 -8 -67%
CPG
522
Cornerstone Planning Group
New Jersey
$93 – – –
MSG
523
Main Street Group
Virginia
$17 – – –
GIA
524
GHP Investment Advisors
Colorado
$16 -$1.1K -42 -98%
FGAM
525
Financial Gravity Asset Management
Texas
$16 +$26 +1 New