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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
WF
726
Welch & Forbes
Massachusetts
-$232K -5,008 Closed
RA
727
Riversedge Advisors
Delaware
-$229K -4,955 Closed
FG
728
Foster Group
Iowa
-$228K -4,924 Closed
SC
729
Sapient Capital
Indiana
-$228K -4,903 Closed
SWM
730
Stronghold Wealth Management
Florida
-$227K -4,901 Closed
AT
731
American Trust
Kentucky
-$226K -4,879 Closed
SFS
732
Sowell Financial Services
Arkansas
-$225K -4,868 Closed
CIA
733
Capital Investment Advisors
Georgia
-$224K -4,834 Closed
AGC
734
Aspen Grove Capital
Colorado
-$224K -4,828 Closed
GC
735
Granville Capital
North Carolina
-$222K -4,803 Closed
SF
736
Summit Financial
New Jersey
-$219K -4,729 Closed
5NPW
737
55 North Private Wealth
Florida
-$216K -4,659 Closed
TFA
738
Tranquilli Financial Advisor
New Jersey
-$214K -4,621 Closed
SFC
739
SYM Financial Corp
Indiana
-$213K -4,597 Closed
SW
740
SVB Wealth
Massachusetts
-$213K -4,595 Closed
CIA
741
Choate Investment Advisors
Massachusetts
-$211K -4,546 Closed
TAM
742
Titleist Asset Management
Texas
-$210K -4,541 Closed
FFS
743
Fortress Financial Solutions
Arizona
-$208K -4,492 Closed
Financial Engines Advisors
744
Financial Engines Advisors
California
-$208K -4,486 Closed
TIAA Trust, National Association
745
TIAA Trust, National Association
North Carolina
-$207K -4,480 Closed
EWA
746
Exencial Wealth Advisors
Oklahoma
-$207K -4,464 Closed
AG
747
AlTi Global
New York
-$205K -4,437 Closed
SCM
748
Shelton Capital Management
Colorado
-$205K -4,435 Closed
CPA
749
Capital Performance Advisors
California
-$204K -4,409 Closed
IUHSA
750
Itau Unibanco Holding S.A.
Brazil
-$181K -3,916 Closed