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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
251
Kathmere Capital Management
Pennsylvania
$792K +$114K +4,876 +18%
HI
252
Horizon Investments
North Carolina
$790K
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$784K +$21.5K +920 +3%
RJT
254
Raymond James Trust
Florida
$777K -$243K -10,402 -25%
PP
255
PDT Partners
New York
$776K -$2.07M -88,764 -74%
CGL
256
Clarius Group LLC
Washington
$773K -$102K -4,365 -12%
MCM
257
MAI Capital Management
Ohio
$773K +$62.2K +2,664 +9%
AAM
258
Advisors Asset Management
Colorado
$770K -$143K -6,102 -16%
GI
259
GAMCO Investors
Connecticut
$764K +$241K +10,300 +50%
TC
260
TownSquare Capital
Utah
$761K -$27.3K -1,169 -4%
JMPWA
261
JP Morgan Private Wealth Advisors
California
$744K +$705K +30,194 New
BRWA
262
B. Riley Wealth Advisors
Florida
$737K +$113K +4,839 +19%
RJFSA
263
Raymond James Financial Services Advisors
Florida
$734K +$48K +2,055 +7%
ACA
264
Atlas Capital Advisors
Wyoming
$731K +$42.5K +1,818 +7%
ACM
265
Advisors Capital Management
New Jersey
$708K -$4.2K -180 -0.6%
SW
266
SVB Wealth
Massachusetts
$699K -$43.1K -1,845 -6%
DI
267
DFPG Investments
Utah
$695K +$662K +28,337 New
RCAG
268
Rehmann Capital Advisory Group
Michigan
$685K -$74.2K -3,176 -10%
CA
269
Cullinan Associates
Kentucky
$653K +$23 +1 +0%
Wealth Enhancement Advisory Services
270
Wealth Enhancement Advisory Services
Minnesota
$651K +$303K +12,962 +96%
CPC
271
Cookson Peirce & Co
Pennsylvania
$639K -$11.9K -511 -2%
SC
272
Solstein Capital
California
$634K +$570K +24,385 +2,084%
ZF
273
Zhang Financial
Michigan
$592K +$55.9K +2,392 +11%
ECM
274
Evergreen Capital Management
Washington
$588K +$50.1K +2,144 +10%
MYIA
275
Mount Yale Investment Advisors
Colorado
$585K +$21.3K +912 +4%