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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
276
Atlas Capital Advisors
Wyoming
$910K
VF
277
Virtu Financial
New York
$904K +$579K +18,711 +234%
BRWA
278
B. Riley Wealth Advisors
Florida
$898K +$822K +26,560 New
PA
279
Pinnacle Associates
New York
$898K +$158K +5,122 +24%
IC
280
IEQ Capital
California
$888K +$223K +7,203 +38%
CCM
281
Coldstream Capital Management
Washington
$885K +$8.97K +290 +1%
NWAG
282
Net Worth Advisory Group
Utah
$878K +$35.3K +1,140 +5%
JWA
283
JFS Wealth Advisors
Pennsylvania
$869K
COI
284
Connable Office Inc
Michigan
$859K -$58.3K -1,884 -7%
GWM
285
Greenwich Wealth Management
Connecticut
$840K
FFL
286
Future Fund LLC
Illinois
$838K +$71.2K +2,301 +10%
CCA
287
Checchi Capital Advisers
California
$831K -$22K -711 -3%
Focus Partners Wealth
288
Focus Partners Wealth
Massachusetts
$803K +$298K +9,646 +68%
PSP
289
Principal Street Partners
Tennessee
$788K +$479K +15,487 +198%
MSFS
290
Main Street Financial Solutions
Pennsylvania
$779K -$6.96K -225 -1%
BC
291
Bayforest Capital
United Kingdom
$765K +$700K +22,622 New
BTI
292
Blue Trust Inc
Georgia
$755K -$260K -8,417 -27%
CGL
293
Clarius Group LLC
Washington
$751K -$55.7K -1,801 -7%
Verition Fund Management
294
Verition Fund Management
Connecticut
$737K +$674K +21,793 New
Cambridge Investment Research Advisors
295
Cambridge Investment Research Advisors
Iowa
$717K +$20.3K +657 +3%
MWM
296
Massachusetts Wealth Management
Massachusetts
$713K
CT
297
Chicago Trust
Illinois
$702K +$377K +12,171 +142%
LOIM
298
Liberty One Investment Management
Illinois
$693K -$27.8K -898 -4%
PAG
299
Private Advisor Group
New Jersey
$682K -$128K -4,124 -17%
CI
300
Corient IA
Florida
$676K