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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
ATIA
226
American Trust Investment Advisors
New Hampshire
$334K – – –
KAS
227
Kestra Advisory Services
Texas
$321K +$57.1K +3,259 +20%
MYIA
228
Mount Yale Investment Advisors
Colorado
$310K +$335K +19,098 New
CG
229
Colony Group
Massachusetts
$306K -$44.8K -2,555 -12%
Commonwealth Equity Services
230
Commonwealth Equity Services
Massachusetts
$306K +$80.4K +4,585 +32%
M&T Bank
231
M&T Bank
New York
$303K +$123K +7,000 +60%
CCP
232
Corient Capital Partners
California
$286K -$152K -8,682 -33%
BIC
233
Beach Investment Counsel
Pennsylvania
$286K – – –
SFA
234
Sequoia Financial Advisors
Ohio
$285K +$31K +1,770 +11%
CS
235
Comerica Securities
Michigan
$283K -$4.72K -269 -2%
CGL
236
Clarius Group LLC
Washington
$283K +$19.7K +1,124 +7%
CWAG
237
Compton Wealth Advisory Group
Virginia
$275K -$87.1K -4,969 -23%
CA
238
Clearstead Advisors
Ohio
$274K – – –
OC
239
Oppenheimer & Co
New York
$265K -$32.7K -1,866 -10%
SRC
240
Sage Rhino Capital
California
$265K +$2.16K +123 +0.8%
OPPTF
241
OPSEU Pension Plan Trust Fund
Ontario, Canada
$264K +$290K +16,546 New
Prudential Financial
242
Prudential Financial
New Jersey
$261K -$6.03K -344 -2%
BP
243
Ballentine Partners
Massachusetts
$252K -$4.28K -244 -2%
RJFSA
244
Raymond James Financial Services Advisors
Florida
$247K -$30.8K -1,757 -10%
CCA
245
Checchi Capital Advisers
California
$245K +$32.8K +1,873 +14%
AWM
246
AE Wealth Management
Kansas
$244K +$9.85K +562 +4%
Cerity Partners
247
Cerity Partners
New York
$240K +$259K +14,788 New
CAM
248
Cresset Asset Management
Illinois
$238K +$13K +742 +5%
GT
249
Glenmede Trust
Pennsylvania
$236K +$45.5K +2,595 +22%
BF
250
BOK Financial
Oklahoma
$235K -$42.9K -2,448 -14%