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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
NWWA
551
New Wave Wealth Advisors
Arkansas
$1.85K +$1.93K +61 New
PWA
552
Physician Wealth Advisors
Utah
$1.76K +$1.84K +58 New
BWL
553
Bogart Wealth LLC
Virginia
$1.46K – – –
AWM
554
Abound Wealth Management
Tennessee
$1.43K +$127 +4 +9%
MFG
555
Mendota Financial Group
Wisconsin
$1.33K -$666 -21 -32%
CAM
556
Creekmur Asset Management
Illinois
$1.09K – – –
AW
557
Avion Wealth
Texas
$1K – – –
HFM
558
Harvest Fund Management
China
$1K – – –
LFG
559
Larson Financial Group
Missouri
$788 -$47.3K -1,493 -98%
NS
560
NBC Securities
Alabama
$519 -$543K -17,125 -100%
HNW
561
High Note Wealth
Minnesota
$394 +$412 +13 New
CAIM
562
Catherine Avery Investment Management
Florida
$303 +$317 +10 New
MFT
563
Moisand Fitzgerald Tamayo
Florida
$273 – – –
S
564
Sachetta
Massachusetts
$130 +$127 +4 New
TAM
565
Tucker Asset Management
Colorado
$121 – – –
TIM
566
Tortoise Investment Management
New York
$91 – – –
BIG
567
Brooklyn Investment Group
New York
$61 +$63 +2 New
RFG
568
REAP Financial Group
Texas
$15 +$32 +1 New
TAM
569
Todd Asset Management
Kentucky
– -$22.3M -720,210 Closed
VPI
570
Value Partners Investments
Manitoba, Canada
– -$19M -521,762 Closed
TRSOTSOK
571
Teachers Retirement System of the State of Kentucky
Kentucky
– -$12.8M -413,250 Closed
RA
572
Rovida Advisors
Florida
– -$9.24M -300,000 Closed
MOACM
573
Mutual of America Capital Management
New York
– -$8.92M -287,938 Closed
CSS
574
Cubist Systematic Strategies
Connecticut
– -$7.8M -252,246 Closed
FAF
575
Första AP-fonden
Sweden
– -$6.57M -207,169 -47%
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