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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
ICP
726
Interchange Capital Partners
Pennsylvania
– -$236K -5,104 Closed
PFA
727
Pure Financial Advisors
California
– -$236K -5,103 Closed
WF
728
Welch & Forbes
Massachusetts
– -$232K -5,008 Closed
RA
729
Riversedge Advisors
Delaware
– -$229K -4,955 Closed
FG
730
Foster Group
Iowa
– -$228K -4,924 Closed
SC
731
Sapient Capital
Indiana
– -$228K -4,903 Closed
SWM
732
Stronghold Wealth Management
Florida
– -$227K -4,901 Closed
AT
733
American Trust
Kentucky
– -$226K -4,879 Closed
SFS
734
Sowell Financial Services
Arkansas
– -$225K -4,868 Closed
CIA
735
Capital Investment Advisors
Georgia
– -$224K -4,834 Closed
AGC
736
Aspen Grove Capital
Colorado
– -$224K -4,828 Closed
GC
737
Granville Capital
North Carolina
– -$222K -4,803 Closed
SF
738
Summit Financial
New Jersey
– -$219K -4,729 Closed
5NPW
739
55 North Private Wealth
Florida
– -$216K -4,659 Closed
TFA
740
Tranquilli Financial Advisor
New Jersey
– -$214K -4,621 Closed
SFC
741
SYM Financial Corp
Indiana
– -$213K -4,597 Closed
SW
742
SVB Wealth
Massachusetts
– -$213K -4,595 Closed
CIA
743
Choate Investment Advisors
Massachusetts
– -$211K -4,546 Closed
TAM
744
Titleist Asset Management
Texas
– -$210K -4,541 Closed
FFS
745
Fortress Financial Solutions
Arizona
– -$208K -4,492 Closed
Financial Engines Advisors
746
Financial Engines Advisors
California
– -$208K -4,486 Closed
TIAA Trust, National Association
747
TIAA Trust, National Association
North Carolina
– -$207K -4,480 Closed
EWA
748
Exencial Wealth Advisors
Oklahoma
– -$207K -4,464 Closed
AG
749
AlTi Global
New York
– -$205K -4,437 Closed
SCM
750
Shelton Capital Management
Colorado
– -$205K -4,435 Closed