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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
676
Frazier Financial Advisors
Ohio
$9.07K -$410 -9 -5%
MCM
677
Manchester Capital Management
Vermont
$9.07K -$137 -3 -2%
AWM
678
Abound Wealth Management
Tennessee
$8.92K – – –
AT
679
Arlington Trust
Alabama
$8.92K – – –
AEPWM
680
Atlantic Edge Private Wealth Management
Florida
$8.67K – – –
ACA
681
American Capital Advisory
Idaho
$8.62K -$1.32K -29 -14%
SWA
682
SOA Wealth Advisors
New York
$8.1K +$369K +8,098 New
MNA
683
Manning & Napier Advisors
New York
$8.02K +$91 +2 +1%
MCM
684
MV Capital Management
Maryland
$7.78K +$7.15K +157 New
WA
685
Whipplewood Advisors
Colorado
$7.48K -$22K -484 -76%
HIA
686
Harbor Investment Advisory
Maryland
$7.24K – – –
NSIM
687
North Star Investment Management
Illinois
$6.99K – – –
CFO
688
CVA Family Office
Colorado
$6.84K – – –
BWM
689
Benson Wealth Management
Tennessee
$6.79K – – –
RF
690
Rossby Financial
Florida
$6.79K +$1.18K +26 +23%
PWAM
691
Private Wealth Asset Management
Iowa
$6.74K – – –
BW
692
Bravera Wealth
North Dakota
$6.54K – – –
PMFA
693
Plante Moran Financial Advisors
Michigan
$6.54K +$6.01K +132 New
EP
694
Essential Partners
California
$6.49K – – –
CCMI
695
Creative Capital Management Investments
California
$6.44K +$5.92K +130 New
IAS
696
IMA Advisory Services
Colorado
$6.25K +$2.05K +45 +56%
PWA
697
Provenance Wealth Advisors
Florida
$5.95K – – –
TAP
698
Tounjian Advisory Partners
Florida
$5.75K +$5.28K +116 New
GBT
699
Grove Bank & Trust
Florida
$5.6K +$228 +5 +5%
TSMHT
700
Thurston Springer Miller Herd & Titak
Indiana
$5.35K – – –
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