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| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
UBS Group
Zurich,
Switzerland
| $29K | -$290 | -102 | -0.8% |
|
2
BlackRock
New York
| $14K | +$716 | +252 | +4% |
|
3
Bank of America
Charlotte,
North Carolina
| $8K | +$10.4K | +3,663 | New |
|
|
PAM
4
Panagora Asset Management
Boston,
Massachusetts
| $1K | -$63 | -22 | -6% |
|
|
IWP
5
Icon Wealth Partners
Houston,
Texas
| $1K | +$640 | +225 | New |
|
|
AG
6
Advisor Group
Phoenix,
Arizona
| – | -$77K | -25,322 | Closed |
|
7
Morgan Stanley
New York
| – | +$6 | +2 | New |
|