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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
$404K +$26K +1,529 +8%
KCM
227
Kathmere Capital Management
Pennsylvania
$395K +$360K +21,172 New
BTI
228
Blue Trust Inc
Georgia
$377K +$244K +14,368 +123%
CD
229
Chapin Davis
Maryland
$373K +$340K +20,000 New
LCS
230
Levin Capital Strategies
New York
$373K +$340K +20,000 New
ECM
231
Evergreen Capital Management
Washington
$368K +$113K +6,643 +51%
Fisher Asset Management
232
Fisher Asset Management
Washington
$366K -$79.7K -4,687 -19%
Cerity Partners
233
Cerity Partners
New York
$365K +$48.9K +2,878 +17%
CG
234
Colony Group
Massachusetts
$358K
M&T Bank
235
M&T Bank
New York
$356K -$1.04K -61 -0.3%
MYIA
236
Mount Yale Investment Advisors
Colorado
$350K -$49.2K -2,895 -13%
SIGI
237
Susquehanna International Group (Ireland)
Ireland
$350K +$320K +18,813 New
APWM
238
Argonautica Private Wealth Management
Massachusetts
$348K +$317K +18,640 New
MM
239
MQS Management
New York
$347K +$316K +18,594 New
RJFSA
240
Raymond James Financial Services Advisors
Florida
$340K -$16K -939 -5%
Prudential Financial
241
Prudential Financial
New Jersey
$337K +$15.5K +912 +5%
GCM
242
Gallacher Capital Management
Colorado
$334K +$304K +17,886 New
Corient Private Wealth
243
Corient Private Wealth
Florida
$329K +$301K +17,691 New
ZF
244
Zhang Financial
Michigan
$329K +$122K +7,156 +68%
ATIA
245
American Trust Investment Advisors
New Hampshire
$318K -$60.5K -3,560 -17%
CA
246
Clearstead Advisors
Ohio
$316K
OC
247
Oppenheimer & Co
New York
$313K -$9.97K -586 -3%
EI
248
Ethic Inc
New York
$312K +$284K +16,706 New
LC
249
Lindbrook Capital
California
$307K +$107K +6,307 +62%
SRC
250
Sage Rhino Capital
California
$306K +$12.9K +756 +5%