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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
651
Strategic Wealth Partners
Ohio
$2.7K
GIA
652
GHP Investment Advisors
Colorado
$2.62K +$2.87K +67 New
Kayne Anderson Rudnick Investment Management
653
Kayne Anderson Rudnick Investment Management
California
$2.54K
GSEP
654
Golden State Equity Partners
California
$2.34K +$2.57K +60 New
BH
655
Burk Holdings
Oklahoma
$2.31K +$2.52K +59 New
BW
656
Basepoint Wealth
Iowa
$2.21K
MWC
657
MBM Wealth Consultants
Missouri
$2.19K +$2.4K +56 New
BWL
658
Bogart Wealth LLC
Virginia
$2.15K
Federated Hermes
659
Federated Hermes
Pennsylvania
$2.11K -$1.67K -39 -42%
AW
660
Avion Wealth
Texas
$2K
CMP
661
Coston McIsaac & Partners
Maine
$2K
SC
662
Swan Capital
Florida
$1.88K
DJSG
663
D.J. St. Germain
Massachusetts
$1.8K
SG
664
Sankala Group
Colorado
$1.63K
DWM
665
Dogwood Wealth Management
Kansas
$1.6K +$1.75K +41 New
AIS
666
Advocate Investing Services
Maryland
$1.56K
AAG
667
Armstrong Advisory Group
Massachusetts
$1.49K
SMBT
668
Southern Michigan Bank & Trust
Michigan
$1.44K +$1.67K +39 New
BLC
669
Brown, Lisle/Cummings
Rhode Island
$1.37K
FNWA
670
Financial Network Wealth Advisors
Utah
$1.37K +$1.5K +35 New
SHIM
671
Stone House Investment Management
Pennsylvania
$1.25K -$3.38K -79 -71%
ADL
672
Asset Dedication LLC
California
$1.21K +$1.33K +31 New
TCM
673
TD Capital Management
Tennessee
$1.13K
CJ
674
Caitlin John
Michigan
$1.05K
CTC
675
Central Trust Company
Missouri
$782 -$128 -3 -13%