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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
501
TD Private Client Wealth
New York
$33.1K -$28.6K -923 -49%
GI
502
GAMMA Investing
California
$28.7K +$433 +14 +2%
MPW
503
MASECO Private Wealth
$28.3K +$25.9K +836 New
RF
504
Robinswood Financial
Washington
$27K – – –
KFI
505
Key Financial Inc
Pennsylvania
$26.1K – – –
WA
506
Whipplewood Advisors
Colorado
$24.2K +$19.9K +644 +894%
AA
507
Addison Advisors
Vermont
$24K +$2.35K +76 +12%
ST
508
Smithfield Trust
Pennsylvania
$24K +$20.9K +675 New
NC
509
NewSquare Capital
Pennsylvania
$23K +$8.91K +288 +73%
CYG
510
Clean Yield Group
Vermont
$20K – – –
CIA
511
Cape Investment Advisory
Georgia
$18.9K +$4.73K +153 +38%
ZBNA
512
Zions Bancorporation, National Association
Utah
$18.6K – – –
SIS
513
Sound Income Strategies
Florida
$18.2K – – –
GCM
514
Gables Capital Management
Florida
$16.9K – – –
NFSG
515
Newbridge Financial Services Group
Florida
$16.9K – – –
CA
516
CoreCap Advisors
Michigan
$16.8K +$8.36K +270 +119%
PTC
517
Private Trust Company
Ohio
$16.5K -$5.88K -190 -28%
RWA
518
Redmont Wealth Advisors
Illinois
$16.1K +$14.7K +475 New
GKIM
519
GW&K Investment Management
Massachusetts
$16K – – –
LC
520
Lavaca Capital
Texas
$15.6K – – –
W
521
WealthCollab
Washington
$15.3K +$4.49K +145 +47%
USB
522
Union Savings Bank
Connecticut
$15.3K – – –
MSG
523
Main Street Group
Virginia
$14.9K – – –
PB
524
Pinnacle Bancorp
Nebraska
$14.8K +$2.29K +74 +20%
MA
525
Montag & Associates
Georgia
$13.8K +$1.3K +42 +11%
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