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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
251
Checchi Capital Advisers
California
$303K +$20K +1,178 +8%
Charles Schwab
252
Charles Schwab
California
$293K +$267K +15,705 New
SIA
253
Soltis Investment Advisors
Utah
$292K +$266K +15,651 New
CAAS
254
Capital Asset Advisory Services
Michigan
$291K -$530K -31,176 -69%
DCM
255
Deuterium Capital Management
Florida
$290K +$97.3K +5,723 +51%
CS
256
Comerica Securities
Michigan
$290K -$36.3K -2,133 -12%
HC
257
Henshaw Capital
Massachusetts
$286K
BP
258
Ballentine Partners
Massachusetts
$281K +$1.97K +116 +0.8%
GT
259
Glenmede Trust
Pennsylvania
$274K +$7.53K +443 +3%
AWM
260
AE Wealth Management
Kansas
$273K -$4.73K -278 -2%
DWT
261
Dorsey & Whitney Trust
South Dakota
$271K -$62.1K -3,651 -20%
SA
262
swisspartners Advisors
Switzerland
$261K
JMPWA
263
JP Morgan Private Wealth Advisors
California
$259K +$16.1K +948 +7%
BFG
264
Bleakley Financial Group
New Jersey
$253K +$230K +13,540 New
FNBOH
265
First National Bank of Hutchinson
Kansas
$247K +$3.49K +205 +2%
SWM
266
Seed Wealth Management
Illinois
$245K +$223K +13,135 New
CWAG
267
Compton Wealth Advisory Group
Virginia
$245K
1WA
268
180 Wealth Advisors
Washington
$237K -$66.3K -3,897 -26%
BIC
269
Beach Investment Counsel
Pennsylvania
$237K -$84.2K -4,950 -28%
PA
270
Pinnacle Associates
New York
$236K
AG
271
Ascent Group
Virginia
$235K +$34.7K +2,041 +19%
SF
272
Synovus Financial
Georgia
$229K +$3.86K +227 +2%
FA
273
FDx Advisors
Illinois
$229K -$35.7K -2,098 -15%
CFO
274
CVA Family Office
Colorado
$224K +$204K +12,000 New
KI
275
Kula Investments
Illinois
$222K +$202K +11,894 New