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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
FCI
601
Financial Counselors Inc
Kansas
– -$237K -7,659 Closed
AO
602
Advisor OS
Illinois
– -$221K -7,146 Closed
1WA
603
180 Wealth Advisors
Washington
– -$204K -6,589 Closed
IAIM
604
International Assets Investment Management
Florida
– -$98.8K -3,198 Closed
FWA
605
FSC Wealth Advisors
New York
– -$71.5K -2,313 Closed
ASN
606
Advisory Services Network
Georgia
– -$53K -1,794 Closed
ACM
607
Aquatic Capital Management
Illinois
– -$40.9K -1,322 Closed
HGERS
608
Householder Group Estate & Retirement Specialist
Arizona
– -$26K -867 Closed
AIM
609
Anchor Investment Management
South Carolina
– -$17.9K -580 Closed
CCM
610
Chilton Capital Management
Texas
– -$17.7K -572 Closed
ATS
611
Ashton Thomas Securities
New York
– -$16.3K -528 Closed
GBT
612
Grove Bank & Trust
Florida
– -$15.6K -504 Closed
RWA
613
Redmont Wealth Advisors
Illinois
– -$14.7K -475 Closed
BWP
614
Baldwin Wealth Partners
Massachusetts
– -$14.3K -464 Closed
JIP
615
Jaffetilchin Investment Partners
Florida
– -$9.67K -313 Closed
PW
616
Paladin Wealth
Minnesota
– -$9.61K -311 Closed
HC
617
Hoese & Co
Minnesota
– -$6.18K -200 Closed
PCWA
618
Pacific Capital Wealth Advisors
California
– -$5.16K -167 Closed
BOC
619
Bull Oak Capital
California
– -$4.3K -139 Closed
MWA
620
MFA Wealth Advisors
Pennsylvania
– -$3.06K -99 Closed
CTC
621
Central Trust Company
Missouri
– -$511 -17 Closed
WBC
622
West Branch Capital
Massachusetts
– -$128 -4 Closed
NFA
623
Northwest Financial Advisors
Virginia
– -$31 -1 Closed
C
624
Covestor
United Kingdom
– +$63 +2 +33%
FCG
625
Financial Connections Group
California
– +$697 +22 New