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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
1WA
251
180 Wealth Advisors
Washington
$215K +$238K +14,845 New
CAM
252
Cresset Asset Management
Illinois
$212K -$945 -59 -0.4%
BA
253
Bridgewater Advisors
New York
$211K +$233K +14,556 New
FA
254
FDx Advisors
Illinois
$209K +$4.93K +308 +2%
GT
255
Glenmede Trust
Pennsylvania
$206K -$5.73K -358 -2%
SA
256
swisspartners Advisors
Switzerland
$205K – – –
BF
257
BOK Financial
Oklahoma
$201K -$10.4K -648 -4%
GWM
258
Gitterman Wealth Management
New Jersey
$197K +$25.6K +1,602 +13%
D.E. Shaw & Co
259
D.E. Shaw & Co
New York
$193K +$213K +13,300 New
CWAG
260
Compton Wealth Advisory Group
Virginia
$190K -$61K -3,811 -23%
ECM
261
Evergreen Capital Management
Washington
$190K +$27.2K +1,699 +15%
FNBOH
262
First National Bank of Hutchinson
Kansas
$189K +$3.46K +216 +2%
BTI
263
Blue Trust Inc
Georgia
$189K +$50.2K +3,134 +37%
JMPWA
264
JP Morgan Private Wealth Advisors
California
$187K +$207K +12,920 New
BAM
265
Blueshift Asset Management
New Jersey
$186K +$205K +12,811 New
PA
266
Pinnacle Associates
New York
$183K – – –
PA
267
Parallel Advisors
California
$178K -$32.4K -2,022 -14%
SF
268
Synovus Financial
Georgia
$175K -$21.6K -1,351 -10%
Voloridge Investment Management
269
Voloridge Investment Management
Florida
$173K +$191K +11,914 New
Verition Fund Management
270
Verition Fund Management
Connecticut
$171K – – –
BPCE
271
Bank Pictet & Cie (Europe)
Germany
$171K -$6.07K -379 -3%
AG
272
Ascent Group
Virginia
$168K +$2.43K +152 +1%
VCP
273
Verus Capital Partners
Arizona
$168K +$185K +11,550 New
NA
274
NewEdge Advisors
Louisiana
$164K -$13.1K -817 -7%
TC
275
TownSquare Capital
Utah
$164K +$3.51K +219 +2%