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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
CCMI
701
Creative Capital Management Investments
California
$6.44K +$5.92K +130 New
IAS
702
IMA Advisory Services
Colorado
$6.25K +$2.05K +45 +56%
PWA
703
Provenance Wealth Advisors
Florida
$5.95K – – –
TAP
704
Tounjian Advisory Partners
Florida
$5.75K +$5.28K +116 New
GBT
705
Grove Bank & Trust
Florida
$5.6K +$228 +5 +5%
TSMHT
706
Thurston Springer Miller Herd & Titak
Indiana
$5.35K – – –
SN
707
Sittner & Nelson
Oregon
$4.81K +$4.42K +97 New
KA
708
Kozak & Associates
Colorado
$4.77K – – –
NB
709
NBH Bank
Colorado
$4.71K +$4.55K +100 New
GFA
710
Godfrey Financial Associates
New York
$4.56K -$1.18K -26 -22%
NEWAS
711
N.E.W. Advisory Services
Wisconsin
$4.31K +$3.96K +87 New
WPA
712
West Paces Advisors
Georgia
$4.21K +$3.87K +85 New
FPF
713
First Pacific Financial
Washington
$4.11K -$1.32K -29 -26%
IA
714
IFG Advisory
Georgia
$4.1K +$3.78K +83 New
GG
715
Gleason Group
Kentucky
$3.96K +$3.64K +80 New
Kayne Anderson Rudnick Investment Management
716
Kayne Anderson Rudnick Investment Management
California
$3.72K +$455 +10 +15%
FFO
717
Fortitude Family Office
Arizona
$3.67K – – –
BWL
718
Bogart Wealth LLC
Virginia
$3.52K +$729 +16 +29%
SHIM
719
Stone House Investment Management
Pennsylvania
$3.52K +$1.78K +39 +122%
APW
720
Aventura Private Wealth
Florida
$3.42K +$3.14K +69 New
GIA
721
GHP Investment Advisors
Colorado
$3.32K – – –
AW
722
Avion Wealth
Texas
$3K – – –
BH
723
Burk Holdings
Oklahoma
$2.92K – – –
BW
724
Basepoint Wealth
Iowa
$2.8K – – –
TRCT
725
Tower Research Capital (TRC)
New York
$2.77K -$1.01M -22,179 -100%