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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
WT
551
Whittier Trust
California
$4.66K -$333K -10,000 -99%
SC
552
SouthState Corp
Florida
$4.59K +$5K +150 New
FPF
553
First Pacific Financial
Washington
$4.35K +$4.74K +142 New
CFO
554
CVA Family Office
Colorado
$4.23K
BI
555
Binnacle Investments
Iowa
$4.2K +$4.57K +137 New
DF
556
DecisionPoint Financial
Arizona
$4.17K
FDCP
557
Foster Dykema Cabot & Partners
Massachusetts
$3.92K
PWA
558
Provenance Wealth Advisors
Florida
$3.68K
SS
559
Sunbelt Securities
Texas
$3.68K
BOJHT
560
Bank of Jackson Hole Trust
Wyoming
$3.42K
BCMLT
561
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.4K
FFO
562
Fortitude Family Office
Arizona
$2.27K
KWM
563
Kiker Wealth Management
Georgia
$2.11K +$2.3K +69 New
CI
564
CX Institutional
Indiana
$2K +$1.67K +50 New
Kayne Anderson Rudnick Investment Management
565
Kayne Anderson Rudnick Investment Management
California
$1.99K
OP
566
ORG Partners
Indiana
$1.82K +$2K +60 New
PWA
567
Physician Wealth Advisors
Utah
$1.78K
BWL
568
Bogart Wealth LLC
Virginia
$1.69K +$233 +7 +15%
AF
569
Advisornet Financial
Minnesota
$1.44K -$3.33K -100 -68%
MFS
570
Mattson Financial Services
Michigan
$1.23K +$1.33K +40 New
FCAS
571
First Command Advisory Services
Texas
$1.09K +$1.2K +36 New
BLC
572
Brown, Lisle/Cummings
Rhode Island
$1.07K +$1.17K +35 New
AW
573
Avion Wealth
Texas
$1K
HFM
574
Harvest Fund Management
China
$1K
WTFG
575
Wood Tarver Financial Group
Idaho
$981