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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
651
Federated Hermes
Pennsylvania
$4.31K -$404 -10 -10%
GBT
652
Grove Bank & Trust
Florida
$4.26K +$3.72K +92 New
IAS
653
IMA Advisory Services
Colorado
$4.17K +$3.64K +90 New
BOJHT
654
Bank of Jackson Hole Trust
Wyoming
$4.05K – – –
BFS
655
Bare Financial Services
Pennsylvania
$3.89K +$81 +2 +2%
EW
656
Elyxium Wealth
California
$3.52K +$3.07K +76 New
FFO
657
Fortitude Family Office
Arizona
$3.43K – – –
SWP
658
Strategic Wealth Partners
Ohio
$3.19K – – –
AFC
659
Ares Financial Consulting
California
$3.15K +$2.75K +68 New
MA
660
MCF Advisors
Kentucky
$3.06K +$2.67K +66 New
Kayne Anderson Rudnick Investment Management
661
Kayne Anderson Rudnick Investment Management
California
$3.01K – – –
AW
662
Avion Wealth
Texas
$3K – – –
BW
663
Basepoint Wealth
Iowa
$2.61K +$2.26K +56 New
BWL
664
Bogart Wealth LLC
Virginia
$2.55K – – –
ACA
665
American Capital Advisory
Idaho
$2.46K +$283 +7 +15%
SC
666
Swan Capital
Florida
$2.22K – – –
DJSG
667
D.J. St. Germain
Massachusetts
$2.13K – – –
FHA
668
Flagship Harbor Advisors
Massachusetts
$2.04K +$1.78K +44 New
CMP
669
Coston McIsaac & Partners
Maine
$2K +$2.1K +52 New
AIS
670
Advocate Investing Services
Maryland
$1.85K +$1.62K +40 New
SG
671
Sankala Group
Colorado
$1.82K +$1.78K +44 New
AAG
672
Armstrong Advisory Group
Massachusetts
$1.76K – – –
FCAS
673
First Command Advisory Services
Texas
$1.68K – – –
TRCT
674
Tower Research Capital (TRC)
New York
$1.62K -$22.7K -562 -94%
BLC
675
Brown, Lisle/Cummings
Rhode Island
$1.62K – – –