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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
FFO
651
Fortitude Family Office
Arizona
$2.89K – – –
IWS
652
Intentional Wealth Strategies
Colorado
$2.73K +$3K +70 New
SWP
653
Strategic Wealth Partners
Ohio
$2.7K – – –
GIA
654
GHP Investment Advisors
Colorado
$2.62K +$2.87K +67 New
Kayne Anderson Rudnick Investment Management
655
Kayne Anderson Rudnick Investment Management
California
$2.54K – – –
GSEP
656
Golden State Equity Partners
California
$2.34K +$2.57K +60 New
BH
657
Burk Holdings
Oklahoma
$2.31K +$2.52K +59 New
BW
658
Basepoint Wealth
Iowa
$2.21K – – –
MWC
659
MBM Wealth Consultants
Missouri
$2.19K +$2.4K +56 New
BWL
660
Bogart Wealth LLC
Virginia
$2.15K – – –
Federated Hermes
661
Federated Hermes
Pennsylvania
$2.11K -$1.67K -39 -42%
AW
662
Avion Wealth
Texas
$2K – – –
CMP
663
Coston McIsaac & Partners
Maine
$2K – – –
SC
664
Swan Capital
Florida
$1.88K – – –
DJSG
665
D.J. St. Germain
Massachusetts
$1.8K – – –
SG
666
Sankala Group
Colorado
$1.63K – – –
DWM
667
Dogwood Wealth Management
Kansas
$1.6K +$1.75K +41 New
AIS
668
Advocate Investing Services
Maryland
$1.56K – – –
AAG
669
Armstrong Advisory Group
Massachusetts
$1.49K – – –
SMBT
670
Southern Michigan Bank & Trust
Michigan
$1.44K +$1.67K +39 New
BLC
671
Brown, Lisle/Cummings
Rhode Island
$1.37K – – –
FNWA
672
Financial Network Wealth Advisors
Utah
$1.37K +$1.5K +35 New
SHIM
673
Stone House Investment Management
Pennsylvania
$1.25K -$3.38K -79 -71%
ADL
674
Asset Dedication LLC
California
$1.21K +$1.33K +31 New
TCM
675
TD Capital Management
Tennessee
$1.13K – – –