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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
626
Flagship Wealth Advisors
Massachusetts
$34.7K +$31.9K +700 New
TFA
627
Transamerica Financial Advisors
Florida
$34.6K +$13K +286 +70%
FB
628
First Bancorp
Maine
$32.1K +$29.5K +647 New
GKIM
629
GW&K Investment Management
Massachusetts
$32K +$137 +3 +0.5%
APFP
630
Action Point Financial Planning
Michigan
$31.7K +$29.2K +641 New
CYG
631
Clean Yield Group
Vermont
$29.3K – – –
TCM
632
Triumph Capital Management
Colorado
$26K +$6.88K +151 +40%
CA
633
CoreCap Advisors
Michigan
$25.8K +$1.05K +23 +5%
W
634
WealthCollab
Washington
$25.2K – – –
YP
635
YANKCOM Partnership
South Dakota
$25.2K – – –
ZBNA
636
Zions Bancorporation, National Association
Utah
$24.8K – – –
EC
637
Elequin Capital
New York
$24.8K +$22.8K +501 New
GCM
638
Gables Capital Management
Florida
$24.8K – – –
SWM
639
Spire Wealth Management
Virginia
$23.4K -$537K -11,798 -96%
KG
640
Kilter Group
New York
$20.8K +$18.7K +410 +4,100%
AWA
641
Acumen Wealth Advisors
Tennessee
$20.5K -$729 -16 -4%
NSG
642
Nalls Sherbakoff Group
Tennessee
$19.8K – – –
HWA
643
HHM Wealth Advisors
Tennessee
$19.4K +$17.9K +392 New
BIA
644
Bell Investment Advisors
California
$19.3K +$7.47K +164 +73%
BWM
645
Bullock Wealth Management
Indiana
$19K +$17.4K +383 New
HWP
646
Highline Wealth Partners
California
$18.9K +$1K +22 +6%
CFM
647
Cornerstone Financial Management
Massachusetts
$18K +$7.01K +154 +74%
BFS
648
Bare Financial Services
Pennsylvania
$17.8K +$7.01K +154 +75%
DF
649
Dunhill Financial
United Kingdom
$17.4K +$10.3K +227 +185%
RWM
650
Raffa Wealth Management
District of Columbia
$17.2K +$2K +44 +14%
24 25
26
27 28