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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
FFO
576
Fortitude Family Office
Arizona
$2.5K – – –
KWM
577
Kiker Wealth Management
Georgia
$2.33K – – –
PWA
578
Principia Wealth Advisory
Texas
$2.33K +$2.13K +69 New
Kayne Anderson Rudnick Investment Management
579
Kayne Anderson Rudnick Investment Management
California
$2.2K – – –
AW
580
Avion Wealth
Texas
$2K – – –
CI
581
CX Institutional
Indiana
$2K – – –
BWL
582
Bogart Wealth LLC
Virginia
$1.86K – – –
SL
583
Salomon & Ludwin
Virginia
$1.46K +$1.3K +42 New
VWM
584
Valley Wealth Managers
New Jersey
$1.35K +$1.24K +40 New
AAG
585
Armstrong Advisory Group
Massachusetts
$1.29K +$1.18K +38 New
FCAS
586
First Command Advisory Services
Texas
$1.22K – – –
BLC
587
Brown, Lisle/Cummings
Rhode Island
$1.18K – – –
HI
588
Horizon Investments
North Carolina
$1.01K +$928 +30 New
HFM
589
Harvest Fund Management
China
$1K – – –
WTFG
590
Wood Tarver Financial Group
Idaho
$1K – – –
AWM
591
Abound Wealth Management
Tennessee
$947 – – –
KG
592
Kilter Group
New York
$778 +$712 +23 New
HNW
593
High Note Wealth
Minnesota
$440 – – –
MFT
594
Moisand Fitzgerald Tamayo
Florida
$305 – – –
TC
595
Truvestments Capital
Florida
$203 -$14.2K -460 -99%
TIM
596
Tortoise Investment Management
New York
$101 – – –
Caisse de Depot et Placement du Quebec (CDPQ)
597
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$12.4M -408,401 Closed
PL
598
Parkwood LLC
Ohio
– -$5.59M -184,105 Closed
SICM
599
Sustainable Insight Capital Management
New York
– -$4.69M -154,375 Closed
ET
600
Entropy Technologies
New York
– -$4.57M -149,362 Closed