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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
276
Advisors Capital Management
New Jersey
$1.69M -$1.64M -35,904 -51%
CCWA
277
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.68M -$56.5K -1,240 -4%
OAM
278
Oppenheimer Asset Management
New York
$1.58M +$844K +18,524 +139%
LCGC
279
Legacy Capital Group California
California
$1.57M -$9.11K -200 -0.6%
B
280
Bailard
California
$1.56M +$55.7K +1,223 +4%
GT
281
Greenleaf Trust
Michigan
$1.56M +$19.2K +421 +1%
CFB
282
Cullen/Frost Bankers
Texas
$1.54M -$21.8K -479 -2%
P
283
&Partners
Tennessee
$1.53M +$242K +5,306 +21%
CCM
284
Coldstream Capital Management
Washington
$1.52M +$98.3K +2,158 +8%
CT
285
Chicago Trust
Illinois
$1.51M +$374K +8,204 +37%
CA
286
Clearstead Advisors
Ohio
$1.51M -$675K -14,825 -33%
FIC
287
FCG Investment Company
Tennessee
$1.47M +$1.35M +29,563 New
SPIA
288
Steward Partners Investment Advisory
New York
$1.43M +$816K +17,913 +164%
FFL
289
Future Fund LLC
Illinois
$1.38M +$16.1K +354 +1%
ISWM
290
Intesa Sanpaolo Wealth Management
$1.34M +$208K +4,559 +20%
MIM
291
Morningstar Investment Management
Illinois
$1.33M
JSAM
292
J. Safra Asset Management
New York
$1.33M +$794K +17,438 +187%
GIC
293
Generali Investments CEE
Czech Republic
$1.32M -$99.4K -2,182 -8%
GRP
294
Global Retirement Partners
California
$1.31M +$1.2M +26,424 New
IP
295
Indivisible Partners
Florida
$1.29M +$710K +15,591 +150%
HC
296
Henshaw Capital
Massachusetts
$1.28M
SSA
297
Schonfeld Strategic Advisors
New York
$1.26M -$2M -43,874 -63%
Simplex Trading
298
Simplex Trading
Illinois
$1.26M -$4.41M -96,871 -79%
GM
299
GeoWealth Management
Illinois
$1.25M -$33.8K -742 -3%
FFA
300
Farther Finance Advisors
California
$1.23M -$117K -2,574 -9%