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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
526
Cape Investment Advisory
Georgia
$29.7K +$6.41K +165 +30%
FWA
527
Flagship Wealth Advisors
Massachusetts
$28.7K +$27.2K +700 New
MCM
528
MAI Capital Management
Ohio
$25.4K -$146K -3,756 -86%
TRCT
529
Tower Research Capital (TRC)
New York
$24.5K -$712K -18,344 -97%
CYG
530
Clean Yield Group
Vermont
$24.2K – – –
TWD
531
True Wealth Design
Ohio
$23.9K +$22.7K +584 New
HNB
532
Huntington National Bank
Ohio
$23.2K +$6.6K +170 +43%
SIS
533
Sound Income Strategies
Florida
$21.6K – – –
HWP
534
Highline Wealth Partners
California
$21.5K +$11.7K +300 +133%
W
535
WealthCollab
Washington
$20.9K +$2.17K +56 +12%
ZBNA
536
Zions Bancorporation, National Association
Utah
$20.5K -$1.9K -49 -9%
GCM
537
Gables Capital Management
Florida
$20.5K – – –
CA
538
CoreCap Advisors
Michigan
$20.4K – – –
RWA
539
Redmont Wealth Advisors
Illinois
$19.5K – – –
GKIM
540
GW&K Investment Management
Massachusetts
$19K – – –
LC
541
Lavaca Capital
Texas
$18.9K – – –
MSG
542
Main Street Group
Virginia
$18.1K – – –
NSG
543
Nalls Sherbakoff Group
Tennessee
$16.4K – – –
BWM
544
Bullock Wealth Management
Indiana
$15.5K – – –
FMP
545
Financial Management Professionals
Texas
$15.3K +$350 +9 +2%
MA
546
Montag & Associates
Georgia
$14K -$2.56K -66 -16%
HDIM
547
Hanson & Doremus Investment Management
Vermont
$14K – – –
BI
548
Binnacle Investments
Iowa
$13.7K +$6.02K +155 +86%
SCM
549
Sterling Capital Management
North Carolina
$12.9K – – –
RWM
550
Raffa Wealth Management
District of Columbia
$12.9K +$1.55K +40 +15%
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