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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
501
Paradigm Asset Management
New York
$6.88K – – –
WAS
502
Winch Advisory Services
Wisconsin
$6.83K – – –
SSB
503
Sandy Spring Bank
Maryland
$6.14K +$5.91K +200 New
BIA
504
Bell Investment Advisors
California
$5.75K -$30 -1 -0.5%
W
505
WealthCollab
Washington
$5.59K – – –
OLVIG
506
Oliver Lagore Vanvalin Investment Group
Michigan
$5.53K – – –
Federated Hermes
507
Federated Hermes
Pennsylvania
$5.34K – – –
CCM
508
Copeland Capital Management
Pennsylvania
$5.25K – – –
PCWA
509
Pacific Capital Wealth Advisors
California
$5.13K +$4.93K +167 New
CFO
510
CVA Family Office
Colorado
$4.24K – – –
DF
511
DecisionPoint Financial
Arizona
$3.72K – – –
PWA
512
Provenance Wealth Advisors
Florida
$3.69K – – –
SS
513
Sunbelt Securities
Texas
$3.69K – – –
WIA
514
Wetzel Investment Advisors
Indiana
$3.54K – – –
BCMLT
515
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.41K – – –
PMFA
516
Plante Moran Financial Advisors
Michigan
$3.13K +$3.01K +102 New
BF
517
BOK Financial
Oklahoma
$3.05K -$27.6K -934 -90%
PPC
518
Park Place Capital
Alabama
$3.04K – – –
FFC
519
First Financial Corp
Indiana
$2.98K +$2.87K +97 New
CTWM
520
Cherry Tree Wealth Management
Minnesota
$2.3K +$2.22K +75 New
FFO
521
Fortitude Family Office
Arizona
$2.27K – – –
AWM
522
Abound Wealth Management
Tennessee
$2.18K -$177 -6 -8%
KWAG
523
Kiely Wealth Advisory Group
North Carolina
$2.06K +$2.22K +75 New
AW
524
Avion Wealth
Texas
$2K – – –
FSWA
525
Financial Synergies Wealth Advisors
Texas
$1.75K +$325 +11 +24%