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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
SS
576
Sunbelt Securities
Texas
$6.19K +$1.2K +31 +26%
CFO
577
CVA Family Office
Colorado
$5.66K
OP
578
ORG Partners
Indiana
$5.54K
LI
579
LRI Investments
Florida
$5.49K +$932 +24 +22%
HAP
580
Harbor Asset Planning
Massachusetts
$5.45K
FDCP
581
Foster Dykema Cabot & Partners
Massachusetts
$5.25K
CCM
582
Copeland Capital Management
Pennsylvania
$5.17K -$1.75K -45 -26%
FPF
583
First Pacific Financial
Washington
$5.17K -$621 -16 -11%
PWA
584
Physician Wealth Advisors
Utah
$5K
PWA
585
Provenance Wealth Advisors
Florida
$4.92K
TSMHT
586
Thurston Springer Miller Herd & Titak
Indiana
$4.43K -$6.95K -179 -62%
Federated Hermes
587
Federated Hermes
Pennsylvania
$4.22K -$2.99K -77 -43%
BOJHT
588
Bank of Jackson Hole Trust
Wyoming
$4.08K
KA
589
Kozak & Associates
Colorado
$3.67K +$3.73K +96 New
BFS
590
Bare Financial Services
Pennsylvania
$3.36K +$117 +3 +4%
FFO
591
Fortitude Family Office
Arizona
$3.03K
CPG
592
Cornerstone Planning Group
New Jersey
$2.93K -$10.3K -266 -75%
SWP
593
Strategic Wealth Partners
Ohio
$2.83K -$7.22K -186 -73%
Kayne Anderson Rudnick Investment Management
594
Kayne Anderson Rudnick Investment Management
California
$2.67K
MCM
595
Manchester Capital Management
Vermont
$2.54K +$2.41K +62 New
BWL
596
Bogart Wealth LLC
Virginia
$2.25K
KG
597
Kilter Group
New York
$2.13K +$1.13K +29 +126%
AW
598
Avion Wealth
Texas
$2K
SC
599
Swan Capital
Florida
$1.97K -$1.86K -48 -50%
AF
600
Advisornet Financial
Minnesota
$1.93K -$5.2K -134 -74%