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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
CSP
751
Cary Street Partners
Virginia
– -$111K -2,403 Closed
CSPIA
752
Cary Street Partners Investment Advisory
Virginia
– -$97.7K -2,109 Closed
VEA
753
Virtus ETF Advisers
New York
– -$59.4K -1,608 Closed
KBFS
754
Kohmann Bosshard Financial Services
Ohio
– -$62.5K -1,350 Closed
CIA
755
Cape Investment Advisory
Georgia
– -$45K -971 Closed
FWA
756
Flagship Wealth Advisors
Massachusetts
– -$32.4K -700 Closed
NL
757
Navalign LLC
California
– -$31.9K -688 Closed
SAG
758
SageView Advisory Group
California
– -$24.2K -522 Closed
UFPG
759
United Financial Planning Group
New York
– -$11.3K -244 Closed
WAS
760
Winch Advisory Services
Wisconsin
– -$10.8K -233 Closed
WWA
761
Wealth Watch Advisors
Colorado
– -$7.04K -152 Closed
FIM
762
FWL Investment Management
Texas
– -$6.62K -143 Closed
IIM
763
IFC & Insurance Marketing
California
– -$6K -134 Closed
CCM
764
Copeland Capital Management
Pennsylvania
– -$5.83K -126 Closed
QWM
765
Quaker Wealth Management
New Jersey
– -$5.84K -126 Closed
RS
766
Rakuten Securities
Japan
– -$4.63K -100 Closed
VWM
767
Valley Wealth Managers
New Jersey
– -$4.45K -96 Closed
EW
768
Elyxium Wealth
California
– -$3.52K -76 Closed
MA
769
MCF Advisors
Kentucky
– -$3.06K -66 Closed
FHA
770
Flagship Harbor Advisors
Massachusetts
– -$2.04K -44 Closed
FHC
771
First Horizon Corporation
Tennessee
– -$1.62K -35 Closed
HFM
772
Harvest Fund Management
China
– -$1K -34 Closed
HI
773
Horizon Investments
North Carolina
– -$1.39K -30 Closed
CA
774
Crewe Advisors
Utah
– -$788 -17 Closed
MMCM
775
Murphy & Mullick Capital Management
New York
– -$93 -2 Closed
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