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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
HWP
651
Highline Wealth Partners
California
$18.9K +$1K +22 +6%
CFM
652
Cornerstone Financial Management
Massachusetts
$18K +$7.01K +154 +74%
BFS
653
Bare Financial Services
Pennsylvania
$17.8K +$7.01K +154 +75%
DF
654
Dunhill Financial
United Kingdom
$17.4K +$10.3K +227 +185%
RWM
655
Raffa Wealth Management
District of Columbia
$17.2K +$2K +44 +14%
HDIM
656
Hanson & Doremus Investment Management
Vermont
$17K – – –
BFPW
657
BOK Financial Private Wealth
Colorado
$16.9K +$15.6K +342 New
FGC
658
Financial Gravity Companies
Texas
$16.9K +$15.5K +340 New
SWP
659
Strategic Wealth Partners
Ohio
$16K +$11.6K +254 +368%
SCM
660
Sterling Capital Management
North Carolina
$15.6K – – –
Barclays
661
Barclays
United Kingdom
$15.4K -$12.8K -281 -48%
WAS
662
Winch Advisory Services
Wisconsin
$15K +$13.8K +303 New
JWM
663
JPL Wealth Management
Colorado
$13.8K +$7.11K +156 +127%
AF
664
Advisornet Financial
Minnesota
$13.8K – – –
SIC
665
Salem Investment Counselors
North Carolina
$13.4K -$319 -7 -3%
PWA
666
Principia Wealth Advisory
Texas
$13K +$1.55K +34 +15%
EWP
667
Elevation Wealth Partners
California
$12.9K +$11.9K +261 New
MSG
668
Main Street Group
Virginia
$12K – – –
RWS
669
Retirement Wealth Solutions
Wisconsin
$11.9K +$91 +2 +0.8%
MA
670
Montag & Associates
Georgia
$11.7K – – –
PAM
671
Paradigm Asset Management
New York
$11.1K – – –
PB
672
Pinnacle Bancorp
Nebraska
$11.1K – – –
CI
673
CX Institutional
Indiana
$11K -$2.92K -64 -22%
FMP
674
Financial Management Professionals
Texas
$10.6K -$5.19K -114 -35%
LI
675
LRI Investments
Florida
$10.5K +$2.37K +52 +33%