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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
726
D.J. St. Germain
Massachusetts
$2.28K – – –
CTC
727
Central Trust Company
Missouri
$2.23K +$1.14K +25 +125%
DWM
728
Dogwood Wealth Management
Kansas
$2.03K – – –
CMP
729
Coston McIsaac & Partners
Maine
$2K – – –
AIS
730
Advocate Investing Services
Maryland
$1.98K – – –
SIM
731
Synergy Investment Management
Florida
$1.97K +$1.73K +38 New
DF
732
Downshift Financial
Colorado
$1.93K +$1.78K +39 New
AAG
733
Armstrong Advisory Group
Massachusetts
$1.88K – – –
FNWA
734
Financial Network Wealth Advisors
Utah
$1.88K +$137 +3 +9%
MS
735
Monetary Solutions
Ohio
$1.88K +$1.37K +30 +375%
CA
736
Crewe Advisors
Utah
$1.74K +$1.59K +35 New
SMBT
737
Southern Michigan Bank & Trust
Michigan
$1.71K – – –
MIM
738
Marshall Investment Management
Colorado
$1.64K +$1.5K +33 New
QC
739
Quent Capital
New York
$1.54K +$1.41K +31 New
CCWM
740
Cassaday & Co Wealth Management
Virginia
$1.49K -$3.96K -87 -74%
TCA
741
Trifecta Capital Advisors
Illinois
$1.49K -$3.01K -66 -69%
TCM
742
TD Capital Management
Tennessee
$1.44K – – –
CJ
743
Caitlin John
Michigan
$1.34K – – –
GPFA
744
Game Plan Financial Advisors
Ohio
$1.29K +$1.18K +26 New
NWMP
745
Noble Wealth Management PBC
Colorado
$1.04K +$956 +21 New
FFG
746
Forum Finance Group
$1K +$638 +14 New
POIA
747
Pin Oak Investment Advisors
Texas
$1K +$1K +22 New
HHGA
748
Halbert Hargrove Global Advisors
California
$926 +$865 +19 New
BWS
749
Buck Wealth Strategies
Colorado
$793 +$729 +16 New
AG
750
AmeriFlex Group
Nevada
$694 +$638 +14 New
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