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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
276
Susquehanna International Securities
Ireland
$168K -$17.5M -1,000,000 -99%
BTI
277
Blue Trust Inc
Georgia
$167K +$149K +8,514 New
DI
278
Diligent Investors
California
$162K
IA
279
IFP Advisors
Florida
$159K
LC
280
Lindbrook Capital
California
$144K -$88.3K -5,039 -36%
SWM
281
Selective Wealth Management
Virginia
$138K +$59.7K +3,407 +67%
TRCT
282
Tower Research Capital (TRC)
New York
$134K -$338K -19,277 -70%
JWA
283
JFS Wealth Advisors
Pennsylvania
$134K -$12.5K -713 -8%
APA
284
American Portfolios Advisors
New York
$121K -$47.8K -2,729 -27%
ACM
285
Aquatic Capital Management
Illinois
$110K +$119K +6,800 New
TPCW
286
TD Private Client Wealth
New York
$106K +$1.26K +72 +1%
HWA
287
HHM Wealth Advisors
Tennessee
$105K
CFGS
288
Concourse Financial Group Securities
Alabama
$104K -$2.47K -141 -2%
Rockefeller Capital Management
289
Rockefeller Capital Management
New York
$101K -$38.6K -2,204 -26%
EWA
290
EverSource Wealth Advisors
Alabama
$93K +$84.7K +4,829 +556%
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$77K +$4.84K +276 +6%
MGIM
292
M&G Investment Management
United Kingdom
$72.7K -$9.88M -563,350 -11%
FP
293
Financial Perspectives
Minnesota
$66.4K
BNP Paribas Financial Markets
294
BNP Paribas Financial Markets
France
$55.6K -$35.1K -2,005 -37%
HNB
295
Huntington National Bank
Ohio
$55K -$8.87K -506 -13%
CFD
296
Creative Financial Designs
Indiana
$52K +$368 +21 +0.7%
BBHC
297
Brown Brothers Harriman & Co
New York
$51K
CG
298
Cutler Group
California
$50K -$65.9K -3,761 -55%
CFG
299
CKW Financial Group
Hawaii
$44K
UB
300
UMB Bank
Missouri
$40K -$26.2K -1,492 -38%