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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
626
Robinswood Financial
Washington
$39.5K – – –
HNB
627
Huntington National Bank
Ohio
$38.6K -$3.6K -79 -9%
KFI
628
Key Financial Inc
Pennsylvania
$38.3K -$9.79K -215 -22%
VSQM
629
V-Square Quantitative Management
Illinois
$36.2K +$33.2K +730 New
MB
630
MidFirst Bank
Oklahoma
$35.4K – – –
FWA
631
Flagship Wealth Advisors
Massachusetts
$34.7K +$31.9K +700 New
TFA
632
Transamerica Financial Advisors
Florida
$34.6K +$13K +286 +70%
FB
633
First Bancorp
Maine
$32.1K +$29.5K +647 New
GKIM
634
GW&K Investment Management
Massachusetts
$32K +$137 +3 +0.5%
APFP
635
Action Point Financial Planning
Michigan
$31.7K +$29.2K +641 New
CYG
636
Clean Yield Group
Vermont
$29.3K – – –
TCM
637
Triumph Capital Management
Colorado
$26K +$6.88K +151 +40%
CA
638
CoreCap Advisors
Michigan
$25.8K +$1.05K +23 +5%
W
639
WealthCollab
Washington
$25.2K – – –
YP
640
YANKCOM Partnership
South Dakota
$25.2K – – –
ZBNA
641
Zions Bancorporation, National Association
Utah
$24.8K – – –
EC
642
Elequin Capital
New York
$24.8K +$22.8K +501 New
GCM
643
Gables Capital Management
Florida
$24.8K – – –
SWM
644
Spire Wealth Management
Virginia
$23.4K -$537K -11,798 -96%
KG
645
Kilter Group
New York
$20.8K +$18.7K +410 +4,100%
AWA
646
Acumen Wealth Advisors
Tennessee
$20.5K -$729 -16 -4%
NSG
647
Nalls Sherbakoff Group
Tennessee
$19.8K – – –
HWA
648
HHM Wealth Advisors
Tennessee
$19.4K +$17.9K +392 New
BIA
649
Bell Investment Advisors
California
$19.3K +$7.47K +164 +73%
BWM
650
Bullock Wealth Management
Indiana
$19K – – –
24 25
26
27 28