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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
276
Rockefeller Capital Management
New York
$770K +$304K +9,130 +57%
TRCT
277
Tower Research Capital (TRC)
New York
$762K +$634K +19,020 +324%
GWM
278
Greenwich Wealth Management
Connecticut
$761K – – –
NWAG
279
Net Worth Advisory Group
Utah
$760K -$61.4K -1,842 -7%
PAG
280
Private Advisor Group
New Jersey
$744K -$330K -9,901 -29%
CGL
281
Clarius Group LLC
Washington
$735K +$204K +6,119 +34%
MSFS
282
Main Street Financial Solutions
Pennsylvania
$713K -$18.3K -550 -2%
CFO
283
Callan Family Office
Pennsylvania
$697K -$104K -3,130 -12%
FFL
284
Future Fund LLC
Illinois
$688K +$750K +22,474 New
Envestnet Portfolio Solutions
285
Envestnet Portfolio Solutions
Illinois
$686K -$1.03M -31,026 -58%
RCAG
286
Rehmann Capital Advisory Group
Michigan
$682K -$140K -4,199 -16%
Walleye Trading
287
Walleye Trading
New York
$677K -$344K -10,320 -32%
UCFA
288
United Capital Financial Advisors
Texas
$657K +$19.2K +576 +3%
PA
289
Pinnacle Associates
New York
$656K +$391K +11,710 +120%
LOIM
290
Liberty One Investment Management
Illinois
$655K -$24.8K -743 -3%
MWM
291
Massachusetts Wealth Management
Massachusetts
$646K – – –
DWT
292
Dorsey & Whitney Trust
South Dakota
$640K +$11.9K +358 +2%
BAM
293
Belpointe Asset Management
Nevada
$639K +$695K +20,850 New
FCA
294
Fortis Capital Advisors
Kansas
$639K +$695K +20,850 New
AssetMark Inc
295
AssetMark Inc
California
$634K -$1.04M -31,255 -60%
Cambridge Investment Research Advisors
296
Cambridge Investment Research Advisors
Iowa
$629K -$25.6K -768 -4%
CI
297
Corient IA
Florida
$613K +$667K +20,000 New
CAM
298
CenterStar Asset Management
Illinois
$608K +$660K +19,805 New
CAM
299
Cresset Asset Management
Illinois
$606K -$169K -5,079 -20%
SIA
300
SkyView Investment Advisors
New Jersey
$605K +$37.3K +1,119 +6%