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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
551
Private Wealth Asset Management
Iowa
$6.09K -$464 -15 -8%
Federated Hermes
552
Federated Hermes
Pennsylvania
$6.09K
BI
553
Binnacle Investments
Iowa
$6.09K +$1.33K +43 +31%
Baillie Gifford & Co
554
Baillie Gifford & Co
United Kingdom
$5.82K +$5.32K +172 New
CCM
555
Copeland Capital Management
Pennsylvania
$5.78K
OLVIG
556
Oliver Lagore Vanvalin Investment Group
Michigan
$5.51K +$5.57K +180 New
SC
557
SouthState Corp
Florida
$5.34K +$248 +8 +5%
SO
558
Sierra Ocean
California
$5.28K -$1.95K -63 -29%
WT
559
Whittier Trust
California
$5.14K
FPF
560
First Pacific Financial
Washington
$4.8K
CFO
561
CVA Family Office
Colorado
$4.67K
OP
562
ORG Partners
Indiana
$4.56K +$2.32K +75 +125%
HAP
563
Harbor Asset Planning
Massachusetts
$4.5K +$4.12K +133 New
FDCP
564
Foster Dykema Cabot & Partners
Massachusetts
$4.33K
PWA
565
Physician Wealth Advisors
Utah
$4.13K +$1.98K +64 +110%
PWA
566
Provenance Wealth Advisors
Florida
$4.06K
BCMLT
567
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.85K +$93 +3 +3%
LI
568
LRI Investments
Florida
$3.72K +$3.4K +110 New
SS
569
Sunbelt Securities
Texas
$3.64K
SC
570
Stephens Consulting
Michigan
$3.48K +$3.19K +103 New
BOJHT
571
Bank of Jackson Hole Trust
Wyoming
$3.38K
SC
572
Swan Capital
Florida
$3.25K +$2.97K +96 New
M
573
MOTCO
Texas
$2.73K +$2.26K +73 New
BFS
574
Bare Financial Services
Pennsylvania
$2.67K +$1.83K +59 +295%
FFO
575
Fortitude Family Office
Arizona
$2.5K