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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
601
Newbridge Financial Services Group
Florida
$70.6K – – –
CIA
602
Cape Investment Advisory
Georgia
$63.6K +$58.5K +1,284 New
TPCW
603
TD Private Client Wealth
New York
$60.8K +$30.4K +668 +119%
CPG
604
Cornerstone Planning Group
New Jersey
$59.9K -$273 -6 -0.5%
AFC
605
Ares Financial Consulting
California
$56K – – –
SWM
606
SHP Wealth Management
Massachusetts
$53.4K +$5.19K +114 +12%
FDCDDQ
607
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.5K -$2.73K -60 -5%
SIC
608
SJS Investment Consulting
Ohio
$52.4K +$27.6K +606 +134%
RS
609
Rakuten Securities
Japan
$51.2K +$47K +1,033 New
B
610
Bayban
Minnesota
$49.6K – – –
CB
611
Community Bank
New York
$49.6K – – –
AA
612
Ancora Advisors
Ohio
$49.5K -$55K -1,208 -55%
CIEC
613
Crédit Industriel et Commercial
France
$48.8K -$3.33M -73,100 -99%
FC
614
Fairscale Capital
New Hampshire
$48K – – –
TWD
615
True Wealth Design
Ohio
$45.1K +$182 +4 +0.4%
ST
616
Smithfield Trust
Pennsylvania
$44K – – –
PB
617
Prosperity Bancshares
Texas
$43.1K – – –
AWM
618
Activest Wealth Management
Florida
$41.5K -$53K -1,164 -58%
FC
619
Financial Consulate
Maryland
$39.7K +$24.9K +547 +215%
BC
620
Bayforest Capital
United Kingdom
$39.6K -$77.6K -1,704 -68%
RF
621
Robinswood Financial
Washington
$39.5K – – –
HNB
622
Huntington National Bank
Ohio
$38.6K -$3.6K -79 -9%
KFI
623
Key Financial Inc
Pennsylvania
$38.3K -$9.79K -215 -22%
VSQM
624
V-Square Quantitative Management
Illinois
$36.2K +$33.2K +730 New
MB
625
MidFirst Bank
Oklahoma
$35.4K – – –
23 24
25
26 27