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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
MA
501
Montag & Associates
Georgia
$12.6K – – –
USB
502
Union Savings Bank
Connecticut
$12.4K – – –
GFPC
503
Global Financial Private Client
Florida
$12.1K – – –
BWM
504
Bullock Wealth Management
Indiana
$11.6K – – –
PB
505
Pinnacle Bancorp
Nebraska
$11.6K – – –
HDIM
506
Hanson & Doremus Investment Management
Vermont
$10K – – –
GJIA
507
Glass Jacobson Investment Advisors
Maryland
$9.55K – – –
SCM
508
Sterling Capital Management
North Carolina
$9.55K – – –
W
509
WealthCollab
Washington
$9.34K – – –
T
510
Transce3nd
Texas
$9.25K +$9.67K +305 New
PA
511
Pineridge Advisors
Missouri
$8.58K +$8.97K +283 New
RWM
512
Raffa Wealth Management
District of Columbia
$8.31K – – –
SIC
513
Salem Investment Counselors
North Carolina
$8.19K – – –
PCM
514
Penserra Capital Management
California
$8K – – –
AT
515
Arlington Trust
Alabama
$7.13K – – –
WAS
516
Winch Advisory Services
Wisconsin
$6.89K – – –
PAM
517
Paradigm Asset Management
New York
$6.79K – – –
RF
518
Roxbury Financial
New Jersey
$6.78K +$6.63K +209 New
CPG
519
Cornerstone Planning Group
New Jersey
$6.69K +$3.36K +106 +131%
FIM
520
FWL Investment Management
Texas
$6.64K +$6.94K +219 New
SO
521
Sierra Ocean
California
$6.64K +$6.94K +219 New
WWP
522
WR Wealth Planners
Missouri
$6.61K -$95 -3 -1%
MAS
523
MPWM Advisory Solutions
Georgia
$6.06K +$6.34K +200 New
PMFA
524
Plante Moran Financial Advisors
Michigan
$5.97K +$6.24K +197 New
BIA
525
Bell Investment Advisors
California
$5.67K – – –