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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Parallel Advisors
California
$278K -$8.87K -469 -3%
MM
252
MQS Management
New York
$276K +$268K +14,141 New
SA
253
swisspartners Advisors
Switzerland
$275K
LC
254
Lindbrook Capital
California
$272K +$1.68K +89 +0.6%
CAM
255
Cresset Asset Management
Illinois
$272K +$13.6K +721 +5%
SW
256
SVB Wealth
Massachusetts
$263K +$53.7K +2,841 +27%
VT
257
Vise Technologies
New York
$262K +$253K +13,396 New
CCA
258
Checchi Capital Advisers
California
$258K +$3.92K +207 +2%
GWM
259
Gitterman Wealth Management
New Jersey
$256K +$6.15K +325 +3%
SCS
260
Syquant Capital SAS
France
$251K +$241K +12,728 New
FNBOH
261
First National Bank of Hutchinson
Kansas
$250K +$242K +12,777 New
NA
262
NewEdge Advisors
Louisiana
$249K
PA
263
Pinnacle Associates
New York
$247K
SI
264
Stephens Inc
Arkansas
$241K
CAN
265
Claraphi Advisory Network
United States
$240K
BPCE
266
Bank Pictet & Cie (Europe)
Germany
$238K +$228K +12,053 New
CBFP
267
Cedar Brook Financial Partners
Ohio
$236K -$116K -6,107 -34%
JMPWA
268
JP Morgan Private Wealth Advisors
California
$234K -$729K -38,557 -76%
GT
269
Glenmede Trust
Pennsylvania
$234K -$16K -847 -7%
M&T Bank
270
M&T Bank
New York
$228K +$57 +3 +0%
CFB
271
Cullen/Frost Bankers
Texas
$227K +$9.46K +500 +4%
TC
272
TownSquare Capital
Utah
$224K -$3.25K -172 -1%
DWT
273
Dorsey & Whitney Trust
South Dakota
$224K +$217K +11,475 New
CWP
274
Curated Wealth Partners
California
$223K
BL
275
Balentine LLC
Georgia
$223K +$216K +11,397 New