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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
751
Capital Performance Advisors
California
– -$204K -4,409 Closed
IUHSA
752
Itau Unibanco Holding S.A.
Brazil
– -$181K -3,916 Closed
CSP
753
Cary Street Partners
Virginia
– -$111K -2,403 Closed
CSPIA
754
Cary Street Partners Investment Advisory
Virginia
– -$97.7K -2,109 Closed
VEA
755
Virtus ETF Advisers
New York
– -$59.4K -1,608 Closed
KBFS
756
Kohmann Bosshard Financial Services
Ohio
– -$62.5K -1,350 Closed
CIA
757
Cape Investment Advisory
Georgia
– -$45K -971 Closed
FWA
758
Flagship Wealth Advisors
Massachusetts
– -$32.4K -700 Closed
NL
759
Navalign LLC
California
– -$31.9K -688 Closed
SAG
760
SageView Advisory Group
California
– -$24.2K -522 Closed
UFPG
761
United Financial Planning Group
New York
– -$11.3K -244 Closed
WAS
762
Winch Advisory Services
Wisconsin
– -$10.8K -233 Closed
TAM
763
Tucker Asset Management
Colorado
– -$9.03K -195 Closed
WWA
764
Wealth Watch Advisors
Colorado
– -$7.04K -152 Closed
FIM
765
FWL Investment Management
Texas
– -$6.62K -143 Closed
IIM
766
IFC & Insurance Marketing
California
– -$6K -134 Closed
CCM
767
Copeland Capital Management
Pennsylvania
– -$5.83K -126 Closed
QWM
768
Quaker Wealth Management
New Jersey
– -$5.84K -126 Closed
RS
769
Rakuten Securities
Japan
– -$4.63K -100 Closed
VWM
770
Valley Wealth Managers
New Jersey
– -$4.45K -96 Closed
EW
771
Elyxium Wealth
California
– -$3.52K -76 Closed
MA
772
MCF Advisors
Kentucky
– -$3.06K -66 Closed
FHA
773
Flagship Harbor Advisors
Massachusetts
– -$2.04K -44 Closed
FHC
774
First Horizon Corporation
Tennessee
– -$1.62K -35 Closed
HFM
775
Harvest Fund Management
China
– -$1K -34 Closed
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