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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
SW
226
SVB Wealth
Massachusetts
$292K -$115K -7,075 -28%
CS
227
Comerica Securities
Michigan
$287K -$4.7K -290 -2%
EI
228
Ethic Inc
New York
$282K -$889K -54,859 -76%
BIC
229
Beach Investment Counsel
Pennsylvania
$281K
CG
230
Caprock Group
Idaho
$274K -$77.8K -4,801 -22%
CA
231
Clearstead Advisors
Ohio
$270K +$21.8K +1,345 +9%
QCG
232
Quadrant Capital Group
Ohio
$268K +$40.7K +2,514 +18%
BP
233
Ballentine Partners
Massachusetts
$252K
B
234
Bellecapital
Switzerland
$252K +$17.2K +1,060 +7%
Prudential Financial
235
Prudential Financial
New Jersey
$251K -$5.02K -310 -2%
PCG
236
Private Capital Group
Connecticut
$243K +$35.9K +2,215 +17%
QTM
237
qPULA Trading Management
New York
$239K +$242K +14,971 New
SRC
238
Sage Rhino Capital
California
$238K +$15.8K +975 +7%
SF
239
Synovus Financial
Georgia
$237K -$373 -23 -0.2%
ICP
240
Interchange Capital Partners
Pennsylvania
$237K
AWM
241
AE Wealth Management
Kansas
$236K -$37.5K -2,316 -14%
JC
242
JB Capital
Connecticut
$236K +$240K +14,788 New
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$235K +$54.4K +3,359 +30%
CBFP
244
Cedar Brook Financial Partners
Ohio
$225K -$57.2K -3,534 -20%
SA
245
swisspartners Advisors
Switzerland
$225K +$227K +14,000 New
VF
246
Virtu Financial
New York
$224K -$228K -14,095 -50%
BEAM
247
Baker Ellis Asset Management
Washington
$206K
CWP
248
Curated Wealth Partners
California
$206K +$4.75K +293 +2%
PA
249
Pinnacle Associates
New York
$201K
SI
250
Stephens Inc
Arkansas
$198K -$3.08K -190 -2%