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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
551
Kohmann Bosshard Financial Services
Ohio
$62.5K +$54.5K +1,350 New
SL
552
Salomon & Ludwin
Virginia
$62.4K +$7.15K +177 +16%
GI
553
GAMMA Investing
California
$60.2K
VEA
554
Virtus ETF Advisers
New York
$59.4K -$36.8K -912 -36%
TPCW
555
TD Private Client Wealth
New York
$57.6K +$11.9K +295 +31%
YP
556
YANKCOM Partnership
South Dakota
$46.7K +$40.7K +1,008 New
CPG
557
Cornerstone Planning Group
New Jersey
$46.5K +$35.6K +882 +1,014%
CB
558
Community Bank
New York
$46.3K
Nisa Investment Advisors
559
Nisa Investment Advisors
Missouri
$46.3K
B
560
Bayban
Minnesota
$46.3K +$40.4K +1,000 New
ME
561
McIlrath & Eck
Washington
$45.9K
CIA
562
Cape Investment Advisory
Georgia
$45K +$9.98K +247 +34%
FC
563
Fairscale Capital
New Hampshire
$44.9K
ST
564
Smithfield Trust
Pennsylvania
$44K
SWM
565
SHP Wealth Management
Massachusetts
$41.8K +$36.5K +903 New
LFG
566
Larson Financial Group
Missouri
$40.6K +$2.22K +55 +7%
PB
567
Prosperity Bancshares
Texas
$40.3K +$35.2K +870 New
MCM
568
MAI Capital Management
Ohio
$37K +$7.23K +179 +29%
RF
569
Robinswood Financial
Washington
$37K
KFI
570
Key Financial Inc
Pennsylvania
$35.8K
AA
571
Addison Advisors
Vermont
$32.9K -$6.75K -167 -19%
FWA
572
Flagship Wealth Advisors
Massachusetts
$32.4K
NL
573
Navalign LLC
California
$31.9K +$27.8K +688 New
MB
574
MidFirst Bank
Oklahoma
$30.5K +$26.6K +658 New
PTC
575
Private Trust Company
Ohio
$29.6K -$8.81K -218 -26%