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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
FG
501
Foster Group
Iowa
$228K +$199K +4,924 New
SC
502
Sapient Capital
Indiana
$228K +$198K +4,903 New
SWM
503
Stronghold Wealth Management
Florida
$227K +$198K +4,901 New
FP
504
Financial Perspectives
Minnesota
$227K
BT
505
Banque Transatlantique
France
$226K
AT
506
American Trust
Kentucky
$226K +$197K +4,879 New
SFS
507
Sowell Financial Services
Arkansas
$225K +$197K +4,868 New
ASN
508
Advisory Services Network
Georgia
$224K +$23K +570 +13%
CIA
509
Capital Investment Advisors
Georgia
$224K +$195K +4,834 New
AGC
510
Aspen Grove Capital
Colorado
$224K -$17.6K -435 -8%
IWC
511
Integrated Wealth Concepts
Massachusetts
$223K -$2.61M -64,527 -93%
GC
512
Granville Capital
North Carolina
$222K +$194K +4,803 New
TFIPS
513
Towarzystwo Funduszy Inwestycyjnych PZU SA
$221K +$20.2K +500 +12%
IBOK
514
Independence Bank of Kentucky
Kentucky
$221K +$6.71K +166 +4%
SF
515
Summit Financial
New Jersey
$219K -$67.4K -1,667 -26%
5NPW
516
55 North Private Wealth
Florida
$216K +$188K +4,659 New
TFA
517
Tranquilli Financial Advisor
New Jersey
$214K +$187K +4,621 New
SFC
518
SYM Financial Corp
Indiana
$213K +$186K +4,597 New
SW
519
SVB Wealth
Massachusetts
$213K +$186K +4,595 New
CIA
520
Choate Investment Advisors
Massachusetts
$211K +$184K +4,546 New
TAM
521
Titleist Asset Management
Texas
$210K +$183K +4,541 New
FFS
522
Fortress Financial Solutions
Arizona
$208K +$181K +4,492 New
STA
523
Summit Trail Advisors
New York
$208K -$178K -4,413 -50%
Financial Engines Advisors
524
Financial Engines Advisors
California
$208K +$181K +4,486 New
TIAA Trust, National Association
525
TIAA Trust, National Association
North Carolina
$207K +$181K +4,480 New