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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
CB
251
Centennial Bank
Arkansas
$990K -$2.97K -100 -0.3%
TCPG
252
Trivant Custom Portfolio Group
California
$979K +$985K +33,150 New
ACA
253
Atlas Capital Advisors
Wyoming
$964K -$22.1K -745 -2%
ZF
254
Zhang Financial
Michigan
$945K -$69.5K -2,337 -7%
BCM
255
Bayesian Capital Management
New York
$939K -$315K -10,600 -25%
MCM
256
MAI Capital Management
Ohio
$935K -$75.4K -2,538 -7%
SEC
257
Seven Eight Capital
New York
$920K -$521K -17,529 -36%
FHB
258
First Hawaiian Bank
Hawaii
$919K -$47.4K -1,594 -5%
BHPW
259
Beverly Hills Private Wealth
California
$917K +$160K +5,392 +21%
AAS
260
Avantax Advisory Services
Texas
$915K +$921K +30,985 New
EI
261
Ethic Inc
New York
$908K +$239K +8,044 +35%
BP
262
Ballentine Partners
Massachusetts
$905K +$16.4K +552 +2%
AI
263
AdvisorShares Investments
Maryland
$892K -$21.3K -716 -2%
ACM
264
Advisors Capital Management
New Jersey
$886K +$42.5K +1,429 +5%
PCS
265
Personal CFO Solutions
New Jersey
$877K +$5.05K +170 +0.6%
TPW
266
Transatlantique Private Wealth
New York
$868K +$8.47K +285 +1%
COI
267
Connable Office Inc
Michigan
$867K -$38.9K -1,307 -4%
VFA
268
Valeo Financial Advisors
Indiana
$859K -$1.81K -61 -0.2%
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$857K +$112K +3,762 +15%
CA
270
Cullinan Associates
Kentucky
$857K +$74.3K +2,500 +9%
AAB
271
ABN AMRO Bank
Netherlands
$839K
AAM
272
Advisors Asset Management
Colorado
$839K +$42.1K +1,416 +5%
AQR Capital Management
273
AQR Capital Management
Connecticut
$825K +$576K +19,382 +227%
AFG
274
Atomi Financial Group
New York
$824K -$114K -3,825 -12%
DWM
275
Diversify Wealth Management
Utah
$822K +$873K +29,382 New