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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
226
Cozad Asset Management
Illinois
$135K – – –
DI
227
Diligent Investors
California
$131K – – –
Geode Capital Management
228
Geode Capital Management
Massachusetts
$131K – – –
LC
229
Loews Corp
New York
$129K – – –
IWP
230
Icon Wealth Partners
Texas
$125K +$131K +10,340 New
Boston Partners
231
Boston Partners
Massachusetts
$125K +$131K +10,347 New
HA
232
Harbor Advisors
Florida
$121K +$127K +10,000 New
AIM
233
Assured Investment Management
New York
$116K +$122K +9,594 New
JWA
234
JFS Wealth Advisors
Pennsylvania
$115K +$10.6K +840 +10%
CAM
235
Cresset Asset Management
Illinois
$112K +$13.1K +1,038 +13%
FIB
236
First Interstate Bank
Montana
$107K – – –
S
237
SignatureFD
Georgia
$106K -$80.3K -6,342 -42%
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$105K +$55.6K +4,386 +102%
FDCDDQ
239
Federation des caisses Desjardins du Quebec
Quebec, Canada
$101K – – –
CIAS
240
Capital Investment Advisory Services
North Carolina
$75K +$25.3K +2,000 +47%
PA
241
Parallel Advisors
California
$62K +$11.6K +919 +22%
WPW
242
Winthrop Partners - WNY
New York
$61.6K – – –
TRCT
243
Tower Research Capital (TRC)
New York
$60K +$56.2K +4,434 +799%
VFA
244
Valeo Financial Advisors
Indiana
$51K +$47.1K +3,719 +711%
CFG
245
Citizens Financial Group
Rhode Island
$50K +$21.7K +1,713 +72%
EFSCE
246
Enterprise Financial Services Corp (EFSC)
Missouri
$49K +$12.9K +1,016 +33%
WT
247
Whittier Trust
California
$48K -$3.29K -260 -6%
CBT
248
Capital Bank & Trust
California
$46K – – –
BBA
249
Braun-Bostich & Associates
Pennsylvania
$43K – – –
SIAS
250
Shine Investment Advisory Services
Colorado
$42K +$1.74K +137 +4%