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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
251
Atomi Financial Group
New York
$1.93M +$119K +2,953 +8%
Jones Financial Companies
252
Jones Financial Companies
Missouri
$1.92M +$223K +5,522 +15%
ECM
253
Evergreen Capital Management
Washington
$1.91M +$60.7K +1,503 +4%
AI
254
Atria Investments
North Carolina
$1.9M +$85.7K +2,122 +5%
RhumbLine Advisers
255
RhumbLine Advisers
Massachusetts
$1.86M -$66.7K -1,651 -4%
LCGC
256
Legacy Capital Group California
California
$1.83M +$9.66K +239 +0.6%
Truist Financial
257
Truist Financial
North Carolina
$1.82M -$91.4K -2,262 -5%
BP
258
Ballentine Partners
Massachusetts
$1.79M -$53.3K -1,320 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
259
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.75M +$1.24M +30,699 +455%
SFA
260
Sequoia Financial Advisors
Ohio
$1.74M -$72.6K -1,797 -5%
MFS
261
Mirabella Financial Services
United Kingdom
$1.72M -$2.73M -67,559 -65%
BEAM
262
Baker Ellis Asset Management
Washington
$1.72M -$226K -5,600 -13%
Kovitz Investment Group Partners
263
Kovitz Investment Group Partners
Illinois
$1.64M -$513K -12,698 -26%
KCM
264
Kathmere Capital Management
Pennsylvania
$1.63M +$6.91K +171 +0.5%
SCA
265
Snowden Capital Advisors
New York
$1.63M +$11.5K +284 +0.8%
Commonwealth Equity Services
266
Commonwealth Equity Services
Massachusetts
$1.63M +$135K +3,335 +10%
GF
267
Gabelli Funds
New York
$1.59M -$6.06K -150 -0.4%
HC
268
Henshaw Capital
Massachusetts
$1.54M
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$1.52M +$177K +4,383 +15%
SCM
270
SOL Capital Management
Maryland
$1.51M
Osaic Holdings
271
Osaic Holdings
Arizona
$1.47M +$53.2K +1,316 +4%
CFB
272
Cullen/Frost Bankers
Texas
$1.47M +$36.7K +908 +3%
FFA
273
Farther Finance Advisors
California
$1.46M +$629K +15,557 +97%
B
274
Bailard
California
$1.44M -$45.7K -1,132 -4%
PA
275
Pinnacle Associates
New York
$1.42M +$165K +4,077 +15%