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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
276
Main Street Financial Solutions
Pennsylvania
$722K +$755K +23,820 New
BF
277
Brucke Financial
Indiana
$721K +$645K +20,356 New
AI
278
AdvisorShares Investments
Maryland
$714K -$141K -4,460 -16%
CCA
279
Checchi Capital Advisers
California
$712K +$29.1K +917 +4%
Janney Montgomery Scott
280
Janney Montgomery Scott
Pennsylvania
$705K -$296K -9,352 -29%
Verition Fund Management
281
Verition Fund Management
Connecticut
$696K -$262K -8,256 -26%
CWAG
282
Compton Wealth Advisory Group
Virginia
$685K
CC
283
Callan Capital
California
$674K +$29K +914 +4%
LOIM
284
Liberty One Investment Management
Illinois
$671K -$50K -1,576 -7%
Jones Financial Companies
285
Jones Financial Companies
Missouri
$668K +$410K +12,939 +142%
Cambridge Investment Research Advisors
286
Cambridge Investment Research Advisors
Iowa
$646K -$11.1K -351 -2%
BCIM
287
British Columbia Investment Management
British Columbia, Canada
$646K +$670K +21,130 New
MWM
288
Massachusetts Wealth Management
Massachusetts
$639K -$63.4K -2,000 -9%
UCFA
289
United Capital Financial Advisors
Texas
$633K -$87.9K -2,773 -12%
DWT
290
Dorsey & Whitney Trust
South Dakota
$623K +$3.83K +121 +0.6%
MFIM
291
Mesirow Financial Investment Management
Illinois
$615K +$318K +10,040 +98%
SB
292
Simmons Bank
Arkansas
$590K -$168K -5,309 -21%
PA
293
Parallel Advisors
California
$580K +$73.1K +2,305 +14%
OQS
294
Occudo Quantitative Strategies
Florida
$580K -$455K -14,346 -43%
SIA
295
SkyView Investment Advisors
New Jersey
$565K +$590K +18,628 New
IC
296
IEQ Capital
California
$562K +$37.8K +1,192 +7%
OIA
297
OneDigital Investment Advisors
Kansas
$555K +$348K +10,990 +150%
SC
298
Solstein Capital
California
$544K -$5.13K -162 -0.9%
OAM
299
Oppenheimer Asset Management
New York
$543K -$36.2K -1,141 -6%
CGL
300
Clarius Group LLC
Washington
$543K -$26.9K -850 -5%