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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
AF
551
Advisornet Financial
Minnesota
$6.12K +$4.15K +134 +285%
PWAM
552
Private Wealth Asset Management
Iowa
$6.09K -$464 -15 -8%
Federated Hermes
553
Federated Hermes
Pennsylvania
$6.09K – – –
BI
554
Binnacle Investments
Iowa
$6.09K +$1.33K +43 +31%
Baillie Gifford & Co
555
Baillie Gifford & Co
United Kingdom
$5.82K +$5.32K +172 New
CCM
556
Copeland Capital Management
Pennsylvania
$5.78K – – –
OLVIG
557
Oliver Lagore Vanvalin Investment Group
Michigan
$5.51K +$5.57K +180 New
SC
558
SouthState Corp
Florida
$5.34K +$248 +8 +5%
SO
559
Sierra Ocean
California
$5.28K -$1.95K -63 -29%
WT
560
Whittier Trust
California
$5.14K – – –
FPF
561
First Pacific Financial
Washington
$4.8K – – –
CFO
562
CVA Family Office
Colorado
$4.67K – – –
OP
563
ORG Partners
Indiana
$4.56K +$2.32K +75 +125%
HAP
564
Harbor Asset Planning
Massachusetts
$4.5K +$4.12K +133 New
FDCP
565
Foster Dykema Cabot & Partners
Massachusetts
$4.33K – – –
PWA
566
Physician Wealth Advisors
Utah
$4.13K +$1.98K +64 +110%
PWA
567
Provenance Wealth Advisors
Florida
$4.06K – – –
BCMLT
568
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.85K +$93 +3 +3%
LI
569
LRI Investments
Florida
$3.72K +$3.4K +110 New
SS
570
Sunbelt Securities
Texas
$3.64K – – –
SC
571
Stephens Consulting
Michigan
$3.48K +$3.19K +103 New
BOJHT
572
Bank of Jackson Hole Trust
Wyoming
$3.38K – – –
SC
573
Swan Capital
Florida
$3.25K +$2.97K +96 New
M
574
MOTCO
Texas
$2.73K +$2.26K +73 New
BFS
575
Bare Financial Services
Pennsylvania
$2.67K +$1.83K +59 +295%