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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
501
Coppell Advisory Solutions
Texas
$8.41K – – –
SIC
502
Salem Investment Counselors
North Carolina
$8.35K -$1.32K -44 -14%
PCM
503
Penserra Capital Management
California
$8K -$50.2K -1,671 -86%
AT
504
Arlington Trust
Alabama
$7.26K – – –
BBHC
505
Brown Brothers Harriman & Co
New York
$7.11K – – –
WAS
506
Winch Advisory Services
Wisconsin
$7.02K – – –
PAM
507
Paradigm Asset Management
New York
$6.92K – – –
WWP
508
WR Wealth Planners
Missouri
$6.83K -$2.34K -78 -26%
HC
509
Hoese & Co
Minnesota
$6.18K +$6.01K +200 New
Federated Hermes
510
Federated Hermes
Pennsylvania
$5.93K – – –
BIA
511
Bell Investment Advisors
California
$5.78K – – –
TSMHT
512
Thurston Springer Miller Herd & Titak
Indiana
$5.69K – – –
OWP
513
ORG Wealth Partners
Texas
$5.59K +$5.44K +181 New
OLVIG
514
Oliver Lagore Vanvalin Investment Group
Michigan
$5.56K -$12.5K -416 -70%
CCM
515
Copeland Capital Management
Pennsylvania
$5.29K +$5.14K +171 New
WIM
516
Westside Investment Management
California
$5.22K – – –
PCWA
517
Pacific Capital Wealth Advisors
California
$5.16K – – –
BOC
518
Bull Oak Capital
California
$4.3K +$4.18K +139 New
CFO
519
CVA Family Office
Colorado
$4.27K – – –
HWP
520
Highline Wealth Partners
California
$4.27K +$3.13K +104 +306%
DF
521
DecisionPoint Financial
Arizona
$4.2K – – –
FDCP
522
Foster Dykema Cabot & Partners
Massachusetts
$3.96K +$3.85K +128 New
PWA
523
Provenance Wealth Advisors
Florida
$3.71K – – –
SS
524
Sunbelt Securities
Texas
$3.71K – – –
BCMLT
525
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.43K – – –