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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
APM
801
a16z Perennial Management
California
– -$221K -5,648 Closed
PFS
802
Prospera Financial Services
Texas
– -$217K -5,545 Closed
FCA
803
FLC Capital Advisors
California
– -$214K -5,468 Closed
MM
804
MQS Management
New York
– -$201K -5,141 Closed
OWA
805
Opal Wealth Advisors
New York
– -$97.9K -2,506 Closed
SIS
806
Sound Income Strategies
Florida
– -$54.8K -1,378 Closed
TPWA
807
Twin Peaks Wealth Advisors
California
– -$48.3K -1,237 Closed
AA
808
Addison Advisors
Vermont
– -$27.8K -711 Closed
USB
809
Union Savings Bank
Connecticut
– -$16K -410 Closed
IAAG
810
Innovative Asset Advisors Group
Connecticut
– -$14.1K -360 Closed
DWP
811
Destiny Wealth Partners
Florida
– -$12.3K -315 Closed
TLFA
812
True Link Financial Advisors
California
– -$8.44K -216 Closed
WCM
813
Westend Capital Management
California
– -$7.46K -191 Closed
AFG
814
Albion Financial Group
Utah
– -$7.35K -188 Closed
HAP
815
Harbor Asset Planning
Massachusetts
– -$5.2K -133 Closed
KCM
816
Key Capital Management
Tennessee
– -$4.02K -103 Closed
BOJHT
817
Bank of Jackson Hole Trust
Wyoming
– -$4.14K -100 Closed
IWS
818
Intentional Wealth Strategies
Colorado
– -$2.73K -70 Closed
GSEP
819
Golden State Equity Partners
California
– -$2.34K -60 Closed
MWC
820
MBM Wealth Consultants
Missouri
– -$2.19K -56 Closed
TFA
821
Toth Financial Advisory
Virginia
– -$118 -3 Closed
LAS
822
Lloyd Advisory Services
Georgia
– -$27 -1 Closed
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