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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
QCG
226
Quadrant Capital Group
Ohio
$434K +$75.3K +3,978 +22%
CWAG
227
Compton Wealth Advisory Group
Virginia
$428K +$414K +21,894 New
SWM
228
Spire Wealth Management
Virginia
$421K -$53.4K -2,822 -12%
CG
229
Colony Group
Massachusetts
$418K
ATIA
230
American Trust Investment Advisors
New Hampshire
$403K
AWM
231
Altium Wealth Management
New York
$398K +$386K +20,380 New
GI
232
GAMCO Investors
Connecticut
$391K
SIM
233
Studio Investment Management
Illinois
$387K -$25K -1,320 -6%
OC
234
Oppenheimer & Co
New York
$356K -$22K -1,163 -6%
CS
235
Comerica Securities
Michigan
$347K -$3.73K -197 -1%
BIC
236
Beach Investment Counsel
Pennsylvania
$345K
RWM
237
Ritholtz Wealth Management
New York
$341K +$62.5K +3,303 +23%
RJFSA
238
Raymond James Financial Services Advisors
Florida
$331K -$362K -19,140 -53%
CA
239
Clearstead Advisors
Ohio
$331K
BF
240
BOK Financial
Oklahoma
$331K +$36.2K +1,914 +13%
KAS
241
Kestra Advisory Services
Texas
$322K -$165K -8,738 -35%
SRC
242
Sage Rhino Capital
California
$317K +$2.65K +140 +0.9%
Prudential Financial
243
Prudential Financial
New Jersey
$317K +$21.9K +1,160 +8%
SFA
244
Sequoia Financial Advisors
Ohio
$309K +$84.5K +4,466 +39%
BP
245
Ballentine Partners
Massachusetts
$308K -$1.38K -73 -0.5%
CGL
246
Clarius Group LLC
Washington
$292K
FA
247
FDx Advisors
Illinois
$291K -$228K -12,074 -45%
WI
248
WrapManager Inc
California
$285K -$454 -24 -0.2%
ECM
249
Evergreen Capital Management
Washington
$284K +$34.7K +1,836 +14%
AWM
250
AE Wealth Management
Kansas
$283K -$35.7K -1,889 -12%