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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
601
Financial Consulate
Maryland
$9.92K -$2.74K -64 -20%
MSG
602
Main Street Group
Virginia
$9.46K +$10.4K +242 New
RWS
603
Retirement Wealth Solutions
Wisconsin
$9.34K +$171 +4 +2%
MA
604
Montag & Associates
Georgia
$9.26K -$2.74K -64 -21%
PWA
605
Principia Wealth Advisory
Texas
$8.95K +$1.88K +44 +24%
BIA
606
Bell Investment Advisors
California
$8.83K -$7.06K -165 -42%
PAM
607
Paradigm Asset Management
New York
$8.75K – – –
PB
608
Pinnacle Bancorp
Nebraska
$8.58K -$2.44K -57 -20%
TLFA
609
True Link Financial Advisors
California
$8.44K +$9.24K +216 New
CFM
610
Cornerstone Financial Management
Massachusetts
$8.17K +$471 +11 +6%
RF
611
Roxbury Financial
New Jersey
$8.02K – – –
BFS
612
Bare Financial Services
Pennsylvania
$8.01K +$5.18K +121 +144%
ACA
613
American Capital Advisory
Idaho
$7.93K +$6.42K +150 +283%
MAS
614
MPWM Advisory Solutions
Georgia
$7.81K – – –
FFA
615
Frazier Financial Advisors
Ohio
$7.5K +$385 +9 +5%
WCM
616
Westend Capital Management
California
$7.46K -$342 -8 -4%
PWA
617
Physician Wealth Advisors
Utah
$7.42K +$1.16K +27 +17%
AFG
618
Albion Financial Group
Utah
$7.35K – – –
MCM
619
Manchester Capital Management
Vermont
$7.27K – – –
AWM
620
Abound Wealth Management
Tennessee
$7.03K -$2.61K -61 -25%
AT
621
Arlington Trust
Alabama
$7.03K +$7.7K +180 New
PCM
622
Penserra Capital Management
California
$7K -$128 -3 -2%
AEPWM
623
Atlantic Edge Private Wealth Management
Florida
$6.84K – – –
SEP
624
Signature Equity Partners
Ohio
$6.33K – – –
LI
625
LRI Investments
Florida
$6.25K +$1.11K +26 +19%
23 24
25
26 27