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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
OWP
526
ORG Wealth Partners
Texas
$5.49K
OLVIG
527
Oliver Lagore Vanvalin Investment Group
Michigan
$5.46K
WIM
528
Westside Investment Management
California
$5.43K
Federated Hermes
529
Federated Hermes
Pennsylvania
$5.28K -$571 -18 -9%
CCM
530
Copeland Capital Management
Pennsylvania
$5.18K
HWP
531
Highline Wealth Partners
California
$4.58K +$412 +13 +9%
AF
532
Advisornet Financial
Minnesota
$4.46K +$3.17K +100 +213%
AFG
533
Albion Financial Group
Utah
$4.28K +$4.47K +141 New
CFO
534
CVA Family Office
Colorado
$4.18K
DF
535
DecisionPoint Financial
Arizona
$4.12K
CA
536
CoreCap Advisors
Michigan
$3.94K +$2.82K +89 +217%
FDCP
537
Foster Dykema Cabot & Partners
Massachusetts
$3.88K
SS
538
Sunbelt Securities
Texas
$3.67K
MCM
539
MAI Capital Management
Ohio
$3.67K +$3.83K +121 New
PWA
540
Provenance Wealth Advisors
Florida
$3.64K
BCMLT
541
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.37K
Barclays
542
Barclays
United Kingdom
$3.18K +$3.33K +105 New
BOJHT
543
Bank of Jackson Hole Trust
Wyoming
$3.03K +$3.17K +100 New
PPC
544
Park Place Capital
Alabama
$3K
ADL
545
Asset Dedication LLC
California
$2.88K
NC
546
NewSquare Capital
Pennsylvania
$2.43K +$2.54K +80 New
CT
547
Colonial Trust
South Carolina
$2.42K -$32 -1 -1%
EB
548
Eastern Bank
Massachusetts
$2.33K
FFO
549
Fortitude Family Office
Arizona
$2.24K
Kayne Anderson Rudnick Investment Management
550
Kayne Anderson Rudnick Investment Management
California
$1.97K