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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
601
Sterling Capital Management
North Carolina
$14.6K – – –
MA
602
Montag & Associates
Georgia
$13.9K -$1.66K -41 -12%
PB
603
Pinnacle Bancorp
Nebraska
$13K – – –
AF
604
Advisornet Financial
Minnesota
$12.9K +$9.37K +232 +494%
UFPG
605
United Financial Planning Group
New York
$11.3K +$9.86K +244 New
AWM
606
Abound Wealth Management
Tennessee
$11.2K +$1.82K +45 +23%
RWS
607
Retirement Wealth Solutions
Wisconsin
$10.9K -$364 -9 -4%
WAS
608
Winch Advisory Services
Wisconsin
$10.8K – – –
PAM
609
Paradigm Asset Management
New York
$10.4K – – –
AA
610
Ancora Advisors
Ohio
$10.1K +$8.81K +218 New
CI
611
CX Institutional
Indiana
$10K – – –
RF
612
Roxbury Financial
New Jersey
$9.51K – – –
MAS
613
MPWM Advisory Solutions
Georgia
$9.26K – – –
WCM
614
Westend Capital Management
California
$9.22K – – –
CFM
615
Cornerstone Financial Management
Massachusetts
$9.17K +$8K +198 New
TAM
616
Tucker Asset Management
Colorado
$9.03K +$7.88K +195 New
AFG
617
Albion Financial Group
Utah
$8.71K – – –
MCM
618
Manchester Capital Management
Vermont
$8.61K +$5.01K +124 +200%
PWA
619
Principia Wealth Advisory
Texas
$8.57K -$242 -6 -3%
FFA
620
Frazier Financial Advisors
Ohio
$8.47K – – –
MNA
621
Manning & Napier Advisors
New York
$8.14K +$7.07K +175 New
AEPWM
622
Atlantic Edge Private Wealth Management
Florida
$8.11K +$7.07K +175 New
PCM
623
Penserra Capital Management
California
$8K -$242 -6 -3%
PWA
624
Physician Wealth Advisors
Utah
$7.55K +$1.66K +41 +34%
SEP
625
Signature Equity Partners
Ohio
$7.5K +$6.54K +162 New
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