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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
CFB
276
Cullen/Frost Bankers
Texas
$158K +$6.69K +418 +4%
SAMT
277
Select Asset Management & Trust
Pennsylvania
$156K
IA
278
IFP Advisors
Florida
$154K -$6.2K -387 -4%
CCIA
279
Campbell & Co Investment Adviser
Maryland
$154K +$169K +10,586 New
SI
280
Stephens Inc
Arkansas
$153K -$1.36K -85 -0.8%
ZF
281
Zhang Financial
Michigan
$152K +$167K +10,460 New
CAM
282
Cozad Asset Management
Illinois
$150K -$56.6K -3,537 -25%
LC
283
Lindbrook Capital
California
$147K +$19.6K +1,227 +14%
BC
284
Bridgefront Capital
Texas
$146K +$161K +10,035 New
PP
285
PDS Planning
Ohio
$146K +$161K +10,075 New
SIG
286
Stonegate Investment Group
Alabama
$146K +$162K +10,096 New
DI
287
Diligent Investors
California
$145K
CG
288
Cutler Group
California
$139K +$103K +6,442 +205%
SWM
289
Selective Wealth Management
Virginia
$124K
APA
290
American Portfolios Advisors
New York
$107K -$896 -56 -0.8%
CAM
291
Columbia Asset Management
Michigan
$100K +$4.35K +272 New
Rockefeller Capital Management
292
Rockefeller Capital Management
New York
$90K +$80 +5 +0.1%
ACM
293
Aquatic Capital Management
Illinois
$89K -$11.2K -700 -10%
TPCW
294
TD Private Client Wealth
New York
$87.3K -$8.13K -508 -8%
JWA
295
JFS Wealth Advisors
Pennsylvania
$82K -$41.4K -2,587 -31%
Carson Wealth (CWM LLC)
296
Carson Wealth (CWM LLC)
Nebraska
$68K -$1.15K -72 -2%
MGIM
297
M&G Investment Management
United Kingdom
$64.7K -$1.05M -65,646 -1%
FP
298
Financial Perspectives
Minnesota
$59.4K
HNB
299
Huntington National Bank
Ohio
$57K +$7.78K +486 +14%
Bessemer Group
300
Bessemer Group
New Jersey
$50K +$22.1K +1,381 +67%