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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
676
Nova Wealth Management
Florida
$10.5K +$9.66K +212 New
HFS
677
Horizon Financial Services
North Carolina
$10.5K +$9.61K +211 New
RF
678
Roxbury Financial
New Jersey
$10.3K +$137 +3 +1%
MAS
679
MPWM Advisory Solutions
Georgia
$9.91K – – –
PWA
680
Physician Wealth Advisors
Utah
$9.86K +$410 +9 +5%
SEP
681
Signature Equity Partners
Ohio
$9.71K +$1.55K +34 +21%
FFA
682
Frazier Financial Advisors
Ohio
$9.07K -$410 -9 -5%
MCM
683
Manchester Capital Management
Vermont
$9.07K -$137 -3 -2%
AWM
684
Abound Wealth Management
Tennessee
$8.92K – – –
AT
685
Arlington Trust
Alabama
$8.92K – – –
AEPWM
686
Atlantic Edge Private Wealth Management
Florida
$8.67K – – –
ACA
687
American Capital Advisory
Idaho
$8.62K -$1.32K -29 -14%
SWA
688
SOA Wealth Advisors
New York
$8.1K +$369K +8,098 New
MNA
689
Manning & Napier Advisors
New York
$8.02K +$91 +2 +1%
MCM
690
MV Capital Management
Maryland
$7.78K +$7.15K +157 New
WA
691
Whipplewood Advisors
Colorado
$7.48K -$22K -484 -76%
HIA
692
Harbor Investment Advisory
Maryland
$7.24K – – –
NSIM
693
North Star Investment Management
Illinois
$6.99K – – –
CFO
694
CVA Family Office
Colorado
$6.84K – – –
BWM
695
Benson Wealth Management
Tennessee
$6.79K – – –
RF
696
Rossby Financial
Florida
$6.79K +$1.18K +26 +23%
PWAM
697
Private Wealth Asset Management
Iowa
$6.74K – – –
BW
698
Bravera Wealth
North Dakota
$6.54K – – –
PMFA
699
Plante Moran Financial Advisors
Michigan
$6.54K +$6.01K +132 New
EP
700
Essential Partners
California
$6.49K – – –
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