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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
ZF
226
Zhang Financial
Michigan
$1.22M +$177K +5,571 +16%
LCGC
227
Legacy Capital Group California
California
$1.22M -$11.8K -373 -0.9%
BCM
228
BTC Capital Management
Iowa
$1.22M +$91.9K +2,898 +8%
BHPW
229
Beverly Hills Private Wealth
California
$1.22M +$129K +4,076 +11%
BEAM
230
Baker Ellis Asset Management
Washington
$1.21M -$53.9K -1,700 -4%
DWM
231
Diversify Wealth Management
Utah
$1.2M +$190K +5,994 +19%
QCG
232
Quadrant Capital Group
Ohio
$1.18M +$38.1K +1,203 +3%
RhumbLine Advisers
233
RhumbLine Advisers
Massachusetts
$1.17M -$343K -10,820 -22%
SCA
234
Snowden Capital Advisors
New York
$1.13M -$10.8K -342 -0.9%
BP
235
Ballentine Partners
Massachusetts
$1.13M +$119K +3,742 +11%
PAS
236
Park Avenue Securities
New York
$1.13M +$210K +6,638 +22%
SCM
237
SOL Capital Management
Maryland
$1.12M
B
238
Bailard
California
$1.11M +$17.1K +541 +1%
TPW
239
Transatlantique Private Wealth
New York
$1.11M +$39.3K +1,241 +4%
Geode Capital Management
240
Geode Capital Management
Massachusetts
$1.1M +$1.15M +36,420 New
SA
241
Sanctuary Advisors
Indiana
$1.1M -$115K -3,632 -11%
AFG
242
Atomi Financial Group
New York
$1.1M +$212K +6,673 +23%
LSAG
243
Lake Street Advisors Group
New Hampshire
$1.1M +$25.7K +811 +2%
AQR Capital Management
244
AQR Capital Management
Connecticut
$1.1M +$166K +5,248 +17%
SFA
245
Sequoia Financial Advisors
Ohio
$1.06M +$24.4K +771 +2%
KCM
246
Kathmere Capital Management
Pennsylvania
$1.05M +$41.5K +1,309 +4%
PAG
247
Private Advisor Group
New Jersey
$1.04M -$24.2K -764 -2%
GF
248
Gabelli Funds
New York
$1.03M
Walleye Trading
249
Walleye Trading
New York
$983K +$1.03M +32,407 New
TCPG
250
Trivant Custom Portfolio Group
California
$972K -$27.2K -859 -3%