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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
226
Baker Ellis Asset Management
Washington
$1.29M
SIA
227
Schechter Investment Advisors
Michigan
$1.27M -$13.9K -462 -1%
LCGC
228
Legacy Capital Group California
California
$1.25M -$23.9K -794 -2%
Walleye Capital
229
Walleye Capital
New York
$1.23M +$737K +24,513 +161%
NA
230
NewEdge Advisors
Louisiana
$1.17M -$450K -14,972 -28%
Allspring Global Investments
231
Allspring Global Investments
North Carolina
$1.17M +$1.12M +37,301 +6,908%
SCA
232
Snowden Capital Advisors
New York
$1.17M -$43.3K -1,442 -4%
QCG
233
Quadrant Capital Group
Ohio
$1.16M +$25.8K +857 +2%
BCM
234
BTC Capital Management
Iowa
$1.16M +$80.3K +2,671 +8%
SCM
235
SOL Capital Management
Maryland
$1.14M
BTI
236
Blue Trust Inc
Georgia
$1.13M +$355K +11,809 +45%
B
237
Bailard
California
$1.12M +$7.96K +265 +0.7%
BHPW
238
Beverly Hills Private Wealth
California
$1.11M +$150K +4,993 +16%
SA
239
Sanctuary Advisors
Indiana
$1.1M +$242K +8,069 +31%
LSAG
240
Lake Street Advisors Group
New Hampshire
$1.1M -$29.1K -968 -3%
JFG
241
Jefferies Financial Group
New York
$1.09M -$8.19M -272,446 -88%
TPW
242
Transatlantique Private Wealth
New York
$1.08M +$171K +5,688 +19%
PAG
243
Private Advisor Group
New Jersey
$1.08M +$24.6K +817 +2%
ZF
244
Zhang Financial
Michigan
$1.07M +$79.3K +2,640 +8%
Kovitz Investment Group Partners
245
Kovitz Investment Group Partners
Illinois
$1.06M +$370K +12,323 +35%
SFA
246
Sequoia Financial Advisors
Ohio
$1.06M -$17.9K -594 -2%
GF
247
Gabelli Funds
New York
$1.05M -$90.2K -3,000 -8%
BP
248
Ballentine Partners
Massachusetts
$1.04M +$88.3K +2,939 +10%
OQS
249
Occudo Quantitative Strategies
Florida
$1.03M +$1.01M +33,466 New
KCM
250
Kathmere Capital Management
Pennsylvania
$1.03M -$15.9K -529 -2%