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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
526
Frazier Financial Advisors
Ohio
$5.6K -$5.77K -182 -50%
OWP
527
ORG Wealth Partners
Texas
$5.49K – – –
OLVIG
528
Oliver Lagore Vanvalin Investment Group
Michigan
$5.46K – – –
WIM
529
Westside Investment Management
California
$5.43K – – –
Federated Hermes
530
Federated Hermes
Pennsylvania
$5.28K -$571 -18 -9%
CCM
531
Copeland Capital Management
Pennsylvania
$5.18K – – –
HWP
532
Highline Wealth Partners
California
$4.58K +$412 +13 +9%
AF
533
Advisornet Financial
Minnesota
$4.46K +$3.17K +100 +213%
AFG
534
Albion Financial Group
Utah
$4.28K +$4.47K +141 New
CFO
535
CVA Family Office
Colorado
$4.18K – – –
DF
536
DecisionPoint Financial
Arizona
$4.12K – – –
CA
537
CoreCap Advisors
Michigan
$3.94K +$2.82K +89 +217%
FDCP
538
Foster Dykema Cabot & Partners
Massachusetts
$3.88K – – –
SS
539
Sunbelt Securities
Texas
$3.67K – – –
MCM
540
MAI Capital Management
Ohio
$3.67K +$3.83K +121 New
PWA
541
Provenance Wealth Advisors
Florida
$3.64K – – –
BCMLT
542
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.37K – – –
Barclays
543
Barclays
United Kingdom
$3.18K +$3.33K +105 New
BOJHT
544
Bank of Jackson Hole Trust
Wyoming
$3.03K +$3.17K +100 New
PPC
545
Park Place Capital
Alabama
$3K – – –
ADL
546
Asset Dedication LLC
California
$2.88K – – –
NC
547
NewSquare Capital
Pennsylvania
$2.43K +$2.54K +80 New
CT
548
Colonial Trust
South Carolina
$2.42K -$32 -1 -1%
EB
549
Eastern Bank
Massachusetts
$2.33K – – –
FFO
550
Fortitude Family Office
Arizona
$2.24K – – –