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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
526
MFA Wealth Advisors
Pennsylvania
$3.06K – – –
PPC
527
Park Place Capital
Alabama
$3.06K – – –
ADL
528
Asset Dedication LLC
California
$2.94K +$2.85K +95 New
CPG
529
Cornerstone Planning Group
New Jersey
$2.66K +$270 +9 +13%
CT
530
Colonial Trust
South Carolina
$2.48K – – –
EB
531
Eastern Bank
Massachusetts
$2.38K +$2.31K +77 New
FFO
532
Fortitude Family Office
Arizona
$2.29K – – –
MFG
533
Mendota Financial Group
Wisconsin
$2.01K +$631 +21 +48%
Kayne Anderson Rudnick Investment Management
534
Kayne Anderson Rudnick Investment Management
California
$2.01K – – –
AW
535
Avion Wealth
Texas
$2K – – –
BWL
536
Bogart Wealth LLC
Virginia
$1.48K – – –
AF
537
Advisornet Financial
Minnesota
$1.45K – – –
AWM
538
Abound Wealth Management
Tennessee
$1.33K +$691 +23 +115%
CA
539
CoreCap Advisors
Michigan
$1.27K – – –
CAM
540
Creekmur Asset Management
Illinois
$1.11K – – –
HFM
541
Harvest Fund Management
China
$1K -$7K -233 -87%
CTC
542
Central Trust Company
Missouri
$511 +$511 +17 New
MFT
543
Moisand Fitzgerald Tamayo
Florida
$279 – – –
WBC
544
West Branch Capital
Massachusetts
$128 +$120 +4 New
TAM
545
Tucker Asset Management
Colorado
$124 – – –
TIM
546
Tortoise Investment Management
New York
$93 – – –
NFA
547
Northwest Financial Advisors
Virginia
$31 +$30 +1 New
Viking Global Investors
548
Viking Global Investors
Connecticut
– -$153M -5,186,506 Closed
Alyeska Investment Group
549
Alyeska Investment Group
Illinois
– -$21.9M -741,390 Closed
Toronto Dominion Bank
550
Toronto Dominion Bank
Ontario, Canada
– -$8.04M -272,309 Closed