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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
GM
301
GeoWealth Management
Illinois
$1.25M -$33.8K -742 -3%
FFA
302
Farther Finance Advisors
California
$1.23M -$117K -2,574 -9%
COI
303
Connable Office Inc
Michigan
$1.23M -$18.7K -410 -2%
AP
304
Antipodes Partners
Australia
$1.22M -$25.6M -562,450 -96%
JG
305
Jain Global
New York
$1.22M +$1.12M +24,585 New
GFP
306
Gryphon Financial Partners
Ohio
$1.21M +$138K +3,035 +14%
CCA
307
Checchi Capital Advisers
California
$1.18M -$30.3K -666 -3%
GWMR
308
GC Wealth Management RIA
Massachusetts
$1.18M -$5.83K -128 -0.5%
JWA
309
JFS Wealth Advisors
Pennsylvania
$1.17M – – –
QI
310
Qtron Investments
Massachusetts
$1.17M +$19.6K +431 +2%
VCM
311
Versant Capital Management
Arizona
$1.17M +$63.8K +1,400 +6%
PA
312
Pinnacle Associates
New York
$1.16M -$51.7K -1,136 -5%
S
313
Storgate
Texas
$1.16M +$687K +15,080 +183%
BBHC
314
Brown Brothers Harriman & Co
New York
$1.13M -$786K -17,262 -43%
CIA
315
Concurrent Investment Advisors
Florida
$1.13M +$265K +5,819 +34%
ACA
316
Atlas Capital Advisors
Wyoming
$1.13M +$95.4K +2,094 +10%
SC
317
Solstein Capital
California
$1.12M – – –
MSFS
318
Main Street Financial Solutions
Pennsylvania
$1.12M -$5.74K -126 -0.6%
BTI
319
Blue Trust Inc
Georgia
$1.11M -$65.3K -1,434 -6%
USGIU
320
U.S. Global Investors (USGI)
Texas
$1.11M -$251K -5,500 -20%
UCFA
321
United Capital Financial Advisors
Texas
$1.1M +$12.6K +276 +1%
PA
322
Parallel Advisors
California
$1.09M +$263K +5,768 +35%
HSBC Holdings
323
HSBC Holdings
United Kingdom
$1.09M -$1.86M -40,864 -65%
Cambridge Investment Research Advisors
324
Cambridge Investment Research Advisors
Iowa
$1.08M -$12.7K -279 -1%
SC
325
Syon Capital
California
$1.06M +$3.01K +66 +0.3%