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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
551
Kayne Anderson Rudnick Investment Management
California
$1.97K – – –
NWWA
552
New Wave Wealth Advisors
Arkansas
$1.85K +$1.93K +61 New
PWA
553
Physician Wealth Advisors
Utah
$1.76K +$1.84K +58 New
BWL
554
Bogart Wealth LLC
Virginia
$1.46K – – –
AWM
555
Abound Wealth Management
Tennessee
$1.43K +$127 +4 +9%
MFG
556
Mendota Financial Group
Wisconsin
$1.33K -$666 -21 -32%
CAM
557
Creekmur Asset Management
Illinois
$1.09K – – –
AW
558
Avion Wealth
Texas
$1K – – –
HFM
559
Harvest Fund Management
China
$1K – – –
LFG
560
Larson Financial Group
Missouri
$788 -$47.3K -1,493 -98%
NS
561
NBC Securities
Alabama
$519 -$543K -17,125 -100%
HNW
562
High Note Wealth
Minnesota
$394 +$412 +13 New
CAIM
563
Catherine Avery Investment Management
Florida
$303 +$317 +10 New
MFT
564
Moisand Fitzgerald Tamayo
Florida
$273 – – –
S
565
Sachetta
Massachusetts
$130 +$127 +4 New
TAM
566
Tucker Asset Management
Colorado
$121 – – –
TIM
567
Tortoise Investment Management
New York
$91 – – –
BIG
568
Brooklyn Investment Group
New York
$61 +$63 +2 New
RFG
569
REAP Financial Group
Texas
$15 +$32 +1 New
TAM
570
Todd Asset Management
Kentucky
– -$22.3M -720,210 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
VPI
574
Value Partners Investments
Manitoba, Canada
– -$8.07M -260,881 Closed
CSS
575
Cubist Systematic Strategies
Connecticut
– -$7.8M -252,246 Closed