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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
ATIA
226
American Trust Investment Advisors
New Hampshire
$368K -$72.4K -4,110 -17%
MIS
227
Morningstar Investment Services
Illinois
$363K +$24.4K +1,384 +7%
GI
228
GAMCO Investors
Connecticut
$357K +$352K +20,000 New
MF
229
Magnetar Financial
Illinois
$347K +$342K +19,410 New
OC
230
Oppenheimer & Co
New York
$346K
QCG
231
Quadrant Capital Group
Ohio
$326K +$25.3K +1,436 +9%
CBFP
232
Cedar Brook Financial Partners
Ohio
$325K +$71.8K +4,076 +29%
MGP
233
Metis Global Partners
California
$325K +$318K +18,086 New
CS
234
Comerica Securities
Michigan
$320K -$1.11K -63 -0.4%
Walleye Capital
235
Walleye Capital
New York
$318K +$313K +17,800 New
BIC
236
Beach Investment Counsel
Pennsylvania
$315K
BRWA
237
B. Riley Wealth Advisors
Florida
$302K -$27.4K -1,555 -8%
CA
238
Clearstead Advisors
Ohio
$302K
AWM
239
AE Wealth Management
Kansas
$293K +$27.9K +1,583 +11%
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$293K +$28.7K +1,629 +11%
CGL
241
Clarius Group LLC
Washington
$292K +$83.9K +4,766 +41%
B
242
Bellecapital
Switzerland
$291K +$15.5K +882 +6%
SRC
243
Sage Rhino Capital
California
$288K +$20.9K +1,186 +8%
BP
244
Ballentine Partners
Massachusetts
$283K +$1.28K +73 +0.5%
TAIM
245
TD Ameritrade Investment Management
Nebraska
$277K +$270K +15,317 +7,697%
Prudential Financial
246
Prudential Financial
New Jersey
$275K -$4.28K -243 -2%
BF
247
BOK Financial
Oklahoma
$268K +$56.8K +3,227 +27%
JC
248
JB Capital
Connecticut
$267K +$2.94K +167 +1%
PA
249
Parallel Advisors
California
$263K +$101K +5,756 +64%
WI
250
WrapManager Inc
California
$261K +$257K +14,587 New