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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
W
576
WealthCollab
Washington
$19.9K – – –
ZBNA
577
Zions Bancorporation, National Association
Utah
$19.6K – – –
GCM
578
Gables Capital Management
Florida
$19.5K – – –
YP
579
YANKCOM Partnership
South Dakota
$19.5K -$21.4K -499 -50%
CA
580
CoreCap Advisors
Michigan
$19.4K – – –
LC
581
Lavaca Capital
Texas
$18K – – –
SIC
582
SJS Investment Consulting
Ohio
$17.6K +$428 +10 +2%
AWA
583
Acumen Wealth Advisors
Tennessee
$16.8K -$1.84K -43 -9%
TFA
584
Transamerica Financial Advisors
Florida
$16.1K -$1.54K -36 -8%
USB
585
Union Savings Bank
Connecticut
$16K – – –
NSG
586
Nalls Sherbakoff Group
Tennessee
$15.6K – – –
BWM
587
Bullock Wealth Management
Indiana
$15.2K – – –
TCM
588
Triumph Capital Management
Colorado
$14.6K -$2.83K -66 -15%
HWP
589
Highline Wealth Partners
California
$14.1K -$9.37K -219 -38%
IAAG
590
Innovative Asset Advisors Group
Connecticut
$14.1K +$15.4K +360 New
TC
591
Truvestments Capital
Florida
$13.6K +$14.6K +342 +5,700%
FGAM
592
Financial Gravity Asset Management
Texas
$13.3K +$14.5K +339 +33,900%
HDIM
593
Hanson & Doremus Investment Management
Vermont
$13K – – –
FMP
594
Financial Management Professionals
Texas
$12.8K -$1.97K -46 -12%
DWP
595
Destiny Wealth Partners
Florida
$12.3K +$13.5K +315 New
SCM
596
Sterling Capital Management
North Carolina
$12.3K -$43 -1 -0.3%
RWM
597
Raffa Wealth Management
District of Columbia
$11.9K -$3.08K -72 -19%
CI
598
CX Institutional
Indiana
$11K +$2.74K +64 +29%
AF
599
Advisornet Financial
Minnesota
$10.9K – – –
SIC
600
Salem Investment Counselors
North Carolina
$10.8K +$11.9K +277 New
22 23
24
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