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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
651
Logan Capital Management
Pennsylvania
-$225K -6,666 Closed
SW
652
SVB Wealth
Massachusetts
-$221K -6,531 Closed
FFS
653
Fortress Financial Solutions
Arizona
-$221K -6,528 Closed
Brown Advisory
654
Brown Advisory
Maryland
-$205K -6,051 Closed
IIA
655
IPG Investment Advisors
California
-$153K -4,512 Closed
OWA
656
Opal Wealth Advisors
New York
-$124K -3,653 Closed
SSG
657
Summit Securities Group
New York
-$98.7K -2,919 Closed
BIG
658
Brooklyn Investment Group
New York
-$94.2K -2,787 Closed
PPC
659
Park Place Capital
Alabama
-$50.7K -1,500 Closed
GWM
660
Geneos Wealth Management
Colorado
-$47.9K -1,416 Closed
TPWA
661
Twin Peaks Wealth Advisors
California
-$38.7K -978 Closed
WA
662
Whipplewood Advisors
Colorado
-$24.2K -716 Closed
NC
663
NewSquare Capital
Pennsylvania
-$23K -681 Closed
GBT
664
Grove Bank & Trust
Florida
-$13.4K -395 Closed
T
665
Transce3nd
Texas
-$10.3K -305 Closed
TCM
666
Traub Capital Management
Massachusetts
-$6.76K -200 Closed
SC
667
SouthState Corp
Florida
-$5.34K -158 Closed
SO
668
Sierra Ocean
California
-$5.28K -156 Closed
WT
669
Whittier Trust
California
-$5.14K -152 Closed
BCMLT
670
Beacon Capital Management LLC (Tennessee)
Tennessee
-$3.85K -114 Closed
SC
671
Stephens Consulting
Michigan
-$3.48K -103 Closed
M
672
MOTCO
Texas
-$2.73K -73 Closed
KWM
673
Kiker Wealth Management
Georgia
-$2.33K -69 Closed
VWM
674
Valley Wealth Managers
New Jersey
-$1.35K -40 Closed
WTFG
675
Wood Tarver Financial Group
Idaho
-$1K -32 Closed