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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
501
Salem Investment Counselors
North Carolina
$8.35K -$1.32K -44 -14%
PCM
502
Penserra Capital Management
California
$8K -$50.2K -1,671 -86%
AT
503
Arlington Trust
Alabama
$7.26K
BBHC
504
Brown Brothers Harriman & Co
New York
$7.11K
WAS
505
Winch Advisory Services
Wisconsin
$7.02K
PAM
506
Paradigm Asset Management
New York
$6.92K
WWP
507
WR Wealth Planners
Missouri
$6.83K -$2.34K -78 -26%
HC
508
Hoese & Co
Minnesota
$6.18K +$6.01K +200 New
Federated Hermes
509
Federated Hermes
Pennsylvania
$5.93K
BIA
510
Bell Investment Advisors
California
$5.78K
TSMHT
511
Thurston Springer Miller Herd & Titak
Indiana
$5.69K
OWP
512
ORG Wealth Partners
Texas
$5.59K +$5.44K +181 New
OLVIG
513
Oliver Lagore Vanvalin Investment Group
Michigan
$5.56K -$12.5K -416 -70%
CCM
514
Copeland Capital Management
Pennsylvania
$5.29K +$5.14K +171 New
WIM
515
Westside Investment Management
California
$5.22K
PCWA
516
Pacific Capital Wealth Advisors
California
$5.16K
BOC
517
Bull Oak Capital
California
$4.3K +$4.18K +139 New
CFO
518
CVA Family Office
Colorado
$4.27K
HWP
519
Highline Wealth Partners
California
$4.27K +$3.13K +104 +306%
DF
520
DecisionPoint Financial
Arizona
$4.2K
FDCP
521
Foster Dykema Cabot & Partners
Massachusetts
$3.96K +$3.85K +128 New
PWA
522
Provenance Wealth Advisors
Florida
$3.71K
SS
523
Sunbelt Securities
Texas
$3.71K
BCMLT
524
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.43K
MWA
525
MFA Wealth Advisors
Pennsylvania
$3.06K