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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
SN
701
Sittner & Nelson
Oregon
$4.81K +$4.42K +97 New
KA
702
Kozak & Associates
Colorado
$4.77K
NB
703
NBH Bank
Colorado
$4.71K +$4.55K +100 New
GFA
704
Godfrey Financial Associates
New York
$4.56K -$1.18K -26 -22%
NEWAS
705
N.E.W. Advisory Services
Wisconsin
$4.31K +$3.96K +87 New
WPA
706
West Paces Advisors
Georgia
$4.21K +$3.87K +85 New
FPF
707
First Pacific Financial
Washington
$4.11K -$1.32K -29 -26%
IA
708
IFG Advisory
Georgia
$4.1K +$3.78K +83 New
GG
709
Gleason Group
Kentucky
$3.96K +$3.64K +80 New
Kayne Anderson Rudnick Investment Management
710
Kayne Anderson Rudnick Investment Management
California
$3.72K +$455 +10 +15%
FFO
711
Fortitude Family Office
Arizona
$3.67K
BWL
712
Bogart Wealth LLC
Virginia
$3.52K +$729 +16 +29%
SHIM
713
Stone House Investment Management
Pennsylvania
$3.52K +$1.78K +39 +122%
APW
714
Aventura Private Wealth
Florida
$3.42K +$3.14K +69 New
GIA
715
GHP Investment Advisors
Colorado
$3.32K
AW
716
Avion Wealth
Texas
$3K
BH
717
Burk Holdings
Oklahoma
$2.92K
BW
718
Basepoint Wealth
Iowa
$2.8K
TRCT
719
Tower Research Capital (TRC)
New York
$2.77K -$1.01M -22,179 -100%
ADL
720
Asset Dedication LLC
California
$2.73K +$1.09K +24 +77%
Federated Hermes
721
Federated Hermes
Pennsylvania
$2.68K
HIA
722
Highland Investment Advisors
Florida
$2.63K +$2.41K +53 New
SC
723
Swan Capital
Florida
$2.38K
APW
724
Allied Private Wealth
Florida
$2.36K +$2.1K +46 New
SG
725
Sankala Group
Colorado
$2.33K