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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
301
Valeo Financial Advisors
Indiana
$335K +$86.8K +4,319 +35%
CG
302
Colony Group
Massachusetts
$335K -$4.32K -215 -1%
WP
303
Waycross Partners
Kentucky
$334K +$332K +16,500 New
SRC
304
Sage Rhino Capital
California
$334K +$744 +37 +0.2%
FCI
305
Financial Counselors Inc
Kansas
$321K -$169K -8,398 -35%
Prudential Financial
306
Prudential Financial
New Jersey
$320K -$40.1K -1,994 -11%
CA
307
Clearstead Advisors
Ohio
$318K +$2.03K +101 +0.6%
Parallax Volatility Advisers
308
Parallax Volatility Advisers
California
$315K -$2.33M -115,990 -88%
PP
309
PDS Planning
Ohio
$307K +$69.8K +3,470 +30%
ATIA
310
American Trust Investment Advisors
New Hampshire
$304K -$40.7K -2,025 -12%
Fisher Asset Management
311
Fisher Asset Management
Washington
$304K +$9.37K +466 +3%
SCA
312
Snowden Capital Advisors
New York
$296K +$294K +14,600 New
SA
313
swisspartners Advisors
Switzerland
$283K
AWM
314
AE Wealth Management
Kansas
$278K -$924K -45,935 -77%
BFG
315
Bleakley Financial Group
New Jersey
$273K -$17.7K -878 -6%
SS
316
Simplicity Solutions
Minnesota
$273K -$17.7K -878 -6%
Wealth Enhancement Advisory Services
317
Wealth Enhancement Advisory Services
Minnesota
$273K
MTIM
318
Marathon Trading Investment Management
Pennsylvania
$272K +$270K +13,429 New
SIA
319
Soltis Investment Advisors
Utah
$269K +$4.38K +218 +2%
SWM
320
Seed Wealth Management
Illinois
$266K
PA
321
Pinnacle Associates
New York
$266K +$2.09K +104 +0.8%
CWAG
322
Compton Wealth Advisory Group
Virginia
$255K
Lido Advisors
323
Lido Advisors
California
$252K +$250K +12,439 New
IC
324
IEQ Capital
California
$250K +$248K +12,317 New
Hudson Bay Capital Management
325
Hudson Bay Capital Management
Connecticut
$248K +$246K +12,222 New