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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
276
JFS Wealth Advisors
Pennsylvania
$829K +$783K +26,071 +3,495%
ACM
277
Advisors Capital Management
New Jersey
$785K -$137K -4,575 -15%
CCM
278
Coldstream Capital Management
Washington
$769K +$59.5K +1,980 +9%
GWM
279
Greenwich Wealth Management
Connecticut
$768K
SB
280
Simmons Bank
Arkansas
$766K -$67.1K -2,234 -8%
CPC
281
Cookson Peirce & Co
Pennsylvania
$755K -$47.6K -1,585 -6%
ECM
282
Evergreen Capital Management
Washington
$752K +$25.2K +837 +4%
SIS
283
Susquehanna International Securities
Ireland
$738K -$150M -4,992,556 -100%
LOIM
284
Liberty One Investment Management
Illinois
$732K -$35.6K -1,184 -5%
UCFA
285
United Capital Financial Advisors
Texas
$731K -$11.6K -385 -2%
SGI
286
Summit Global Investments
Utah
$725K -$730K -24,287 -51%
MWM
287
Massachusetts Wealth Management
Massachusetts
$713K -$826K -27,483 -54%
CWAG
288
Compton Wealth Advisory Group
Virginia
$698K
CCA
289
Checchi Capital Advisers
California
$698K +$6.76K +225 +1%
EI
290
Ethic Inc
New York
$697K -$242K -8,044 -26%
Cambridge Investment Research Advisors
291
Cambridge Investment Research Advisors
Iowa
$669K +$38K +1,266 +6%
CC
292
Callan Capital
California
$659K +$147K +4,875 +30%
P
293
&Partners
Tennessee
$644K +$227K +7,557 +56%
XT
294
XTX Topco
Cayman Islands
$635K +$130K +4,322 +27%
DWT
295
Dorsey & Whitney Trust
South Dakota
$631K +$4.78K +159 +0.8%
OAM
296
Oppenheimer Asset Management
New York
$589K +$31.4K +1,045 +6%
CGL
297
Clarius Group LLC
Washington
$580K -$273K -9,072 -33%
CA
298
Clearstead Advisors
Ohio
$569K
HCA
299
Harbour Capital Advisors
Virginia
$565K +$272K +9,065 +103%
Capital Fund Management (CFM)
300
Capital Fund Management (CFM)
France
$558K +$543K +18,053 New