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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
CFB
251
Cullen/Frost Bankers
Texas
$198K +$7.9K +500 +4%
NA
252
NewEdge Advisors
Louisiana
$195K +$221 +14 +0.1%
PA
253
Pinnacle Associates
New York
$194K +$200K +12,641 New
CWP
254
Curated Wealth Partners
California
$193K -$226K -14,291 -53%
SI
255
Stephens Inc
Arkansas
$193K +$379 +24 +0.2%
FP
256
Financial Perspectives
Minnesota
$192K
GT
257
Glenmede Trust
Pennsylvania
$190K +$26.3K +1,665 +15%
CAN
258
Claraphi Advisory Network
United States
$189K +$790 +50 +0.4%
BEAM
259
Baker Ellis Asset Management
Washington
$189K +$23.7K +1,500 +14%
WGAM
260
Wilkinson Global Asset Management
New York
$189K +$195K +12,350 New
RFC
261
Regions Financial Corp
Alabama
$186K +$31.8K +2,013 +20%
M&T Bank
262
M&T Bank
New York
$176K +$1.71K +108 +1%
SG Americas Securities
263
SG Americas Securities
New York
$176K +$3.16K +200 +2%
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$174K -$4.22M -266,962 -96%
BCM
265
Blume Capital Management
California
$173K -$3.16K -200 -2%
GLA
266
Great Lakes Advisors
Illinois
$173K +$963 +61 +0.5%
FCCM
267
First City Capital Management
Georgia
$172K
CAM
268
Cozad Asset Management
Illinois
$169K
DWT
269
Dorsey & Whitney Trust
South Dakota
$169K
CB
270
Commerce Bank
Missouri
$169K +$11.3K +716 +7%
LC
271
Lindbrook Capital
California
$168K -$679 -43 -0.4%
KPW
272
Kore Private Wealth
New York
$166K +$171K +10,811 New
RWM
273
Ritholtz Wealth Management
New York
$163K -$20K -1,265 -11%
JWA
274
JFS Wealth Advisors
Pennsylvania
$161K +$3.9K +247 +2%
GWM
275
Gitterman Wealth Management
New Jersey
$161K +$166K +10,517 New