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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
Clearstead Advisors
Ohio
$332K -$28.1K -1,345 -8%
APWM
302
Argonautica Private Wealth Management
Massachusetts
$326K -$69.9K -3,351 -18%
BP
303
Ballentine Partners
Massachusetts
$322K – – –
PIA
304
Powell Investment Advisors
Florida
$320K +$313K +15,000 New
TSS
305
Two Sigma Securities
New York
$319K +$312K +14,938 New
Fisher Asset Management
306
Fisher Asset Management
Washington
$310K -$106K -5,074 -26%
SIGI
307
Susquehanna International Group (Ireland)
Ireland
$310K -$89.8K -4,305 -23%
BFG
308
Bleakley Financial Group
New Jersey
$306K +$16.8K +806 +6%
SS
309
Simplicity Solutions
Minnesota
$306K +$299K +14,346 New
YIH
310
Y-Intercept (HK)
Hong Kong
$305K +$298K +14,291 New
BC
311
Bridgefront Capital
Texas
$298K +$65.7K +3,150 +29%
SA
312
swisspartners Advisors
Switzerland
$295K – – –
FNBOH
313
First National Bank of Hutchinson
Kansas
$294K +$11.5K +549 +4%
Wealth Enhancement Advisory Services
314
Wealth Enhancement Advisory Services
Minnesota
$287K +$281K +13,452 New
Prudential Financial
315
Prudential Financial
New Jersey
$287K -$6.07K -291 -2%
SWM
316
Seed Wealth Management
Illinois
$280K – – –
SIA
317
Soltis Investment Advisors
Utah
$279K -$53.8K -2,579 -16%
Tudor Investment Corp
318
Tudor Investment Corp
Connecticut
$278K +$272K +13,041 New
PA
319
Pinnacle Associates
New York
$278K +$7.89K +378 +3%
AG
320
Ascent Group
Virginia
$277K +$8.12K +389 +3%
CWAG
321
Compton Wealth Advisory Group
Virginia
$269K -$10.9K -523 -4%
CS
322
Comerica Securities
Michigan
$267K -$63.1K -3,027 -19%
IIC
323
Integrated Investment Consultants
Michigan
$264K +$258K +12,371 New
GC
324
Guggenheim Capital
Illinois
$263K +$257K +12,327 New
VFA
325
Valeo Financial Advisors
Indiana
$261K +$255K +12,225 New