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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
626
Harbor Investment Advisory
Maryland
$5.7K – – –
NSIM
627
North Star Investment Management
Illinois
$5.51K +$1.37K +32 +29%
CFO
628
CVA Family Office
Colorado
$5.39K – – –
BWM
629
Benson Wealth Management
Tennessee
$5.35K +$5.86K +137 New
PWAM
630
Private Wealth Asset Management
Iowa
$5.31K – – –
HAP
631
Harbor Asset Planning
Massachusetts
$5.2K – – –
EP
632
Essential Partners
California
$5.12K +$5.61K +131 New
BW
633
Bravera Wealth
North Dakota
$5.05K -$599 -14 -10%
JWM
634
JPL Wealth Management
Colorado
$4.81K +$5.26K +123 New
DF
635
Dunhill Financial
United Kingdom
$4.75K +$5.26K +123 New
PWA
636
Provenance Wealth Advisors
Florida
$4.69K – – –
GFA
637
Godfrey Financial Associates
New York
$4.61K – – –
CCWM
638
Cassaday & Co Wealth Management
Virginia
$4.57K +$5.01K +117 New
RF
639
Rossby Financial
Florida
$4.41K +$4.02K +94 +553%
FPF
640
First Pacific Financial
Washington
$4.38K – – –
GBT
641
Grove Bank & Trust
Florida
$4.22K +$685 +16 +17%
TSMHT
642
Thurston Springer Miller Herd & Titak
Indiana
$4.22K -$1.28K -30 -22%
BOJHT
643
Bank of Jackson Hole Trust
Wyoming
$4.14K – – –
KA
644
Kozak & Associates
Colorado
$4.09K – – –
KCM
645
Key Capital Management
Tennessee
$4.02K +$4.41K +103 New
FCAS
646
First Command Advisory Services
Texas
$3.8K +$2.65K +62 +172%
TCA
647
Trifecta Capital Advisors
Illinois
$3.75K – – –
IAS
648
IMA Advisory Services
Colorado
$3.16K -$385 -9 -10%
FFO
649
Fortitude Family Office
Arizona
$2.89K – – –
IWS
650
Intentional Wealth Strategies
Colorado
$2.73K +$3K +70 New
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