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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
MG
251
Marex Group
$2.07M +$71.5K +1,670 +3%
LWAM
252
Legacy Wealth Asset Management
Minnesota
$2.05M -$87.1K -2,036 -4%
MPPW
253
Mitchell & Pahl Private Wealth
Oklahoma
$2M -$23.5K -549 -1%
HFS
254
Hantz Financial Services
Michigan
$1.99M -$605K -14,133 -22%
Rockefeller Capital Management
255
Rockefeller Capital Management
New York
$1.96M +$737K +17,223 +52%
CL
256
CIM LLC
New York
$1.96M +$14.2K +332 +0.7%
Truist Financial
257
Truist Financial
North Carolina
$1.92M +$413K +9,654 +25%
NA
258
NewEdge Advisors
Louisiana
$1.86M -$695K -16,243 -25%
Wealth Enhancement Advisory Services
259
Wealth Enhancement Advisory Services
Minnesota
$1.86M -$3.64M -85,103 -64%
PAS
260
Park Avenue Securities
New York
$1.82M -$897K -20,963 -31%
YCM
261
Yousif Capital Management
Michigan
$1.78M
XT
262
XTX Topco
Cayman Islands
$1.78M +$1.95M +45,515 New
AAM
263
Advisors Asset Management
Colorado
$1.77M -$97.4K -2,277 -5%
CA
264
Clearstead Advisors
Ohio
$1.77M +$1.27M +29,678 +191%
Allspring Global Investments
265
Allspring Global Investments
North Carolina
$1.74M +$1.94M +45,238 New
Commonwealth Equity Services
266
Commonwealth Equity Services
Massachusetts
$1.66M +$317K +7,417 +21%
SA
267
Sanctuary Advisors
Indiana
$1.65M -$32.7K -763 -2%
AFG
268
Atomi Financial Group
New York
$1.61M -$23K -537 -1%
CA
269
Cullinan Associates
Kentucky
$1.58M +$488K +11,407 +39%
WPA
270
Winning Points Advisors
Florida
$1.57M -$2.35K -55 -0.1%
BBHC
271
Brown Brothers Harriman & Co
New York
$1.57M +$1M +23,393 +140%
RhumbLine Advisers
272
RhumbLine Advisers
Massachusetts
$1.55M -$26.7K -623 -2%
BP
273
Ballentine Partners
Massachusetts
$1.54M +$27.5K +643 +2%
HP
274
Havemeyer Place
Connecticut
$1.53M +$676K +15,791 +67%
AWP
275
Abacus Wealth Partners
California
$1.46M -$307K -7,167 -16%