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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
551
Copeland Capital Management
Pennsylvania
$5.24K – – –
OWP
552
ORG Wealth Partners
Texas
$5.16K -$367 -11 -6%
WT
553
Whittier Trust
California
$4.66K -$333K -10,000 -99%
SC
554
SouthState Corp
Florida
$4.59K +$5K +150 New
FPF
555
First Pacific Financial
Washington
$4.35K +$4.74K +142 New
CFO
556
CVA Family Office
Colorado
$4.23K – – –
BI
557
Binnacle Investments
Iowa
$4.2K +$4.57K +137 New
DF
558
DecisionPoint Financial
Arizona
$4.17K – – –
FDCP
559
Foster Dykema Cabot & Partners
Massachusetts
$3.92K – – –
PWA
560
Provenance Wealth Advisors
Florida
$3.68K – – –
SS
561
Sunbelt Securities
Texas
$3.68K – – –
BOJHT
562
Bank of Jackson Hole Trust
Wyoming
$3.42K – – –
BCMLT
563
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.4K – – –
FFO
564
Fortitude Family Office
Arizona
$2.27K – – –
KWM
565
Kiker Wealth Management
Georgia
$2.11K +$2.3K +69 New
CI
566
CX Institutional
Indiana
$2K +$1.67K +50 New
Kayne Anderson Rudnick Investment Management
567
Kayne Anderson Rudnick Investment Management
California
$1.99K – – –
OP
568
ORG Partners
Indiana
$1.82K +$2K +60 New
PWA
569
Physician Wealth Advisors
Utah
$1.78K – – –
BWL
570
Bogart Wealth LLC
Virginia
$1.69K +$233 +7 +15%
AF
571
Advisornet Financial
Minnesota
$1.44K -$3.33K -100 -68%
MFS
572
Mattson Financial Services
Michigan
$1.23K +$1.33K +40 New
FCAS
573
First Command Advisory Services
Texas
$1.09K +$1.2K +36 New
BLC
574
Brown, Lisle/Cummings
Rhode Island
$1.07K +$1.17K +35 New
AW
575
Avion Wealth
Texas
$1K – – –