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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
FCI
301
Financial Counselors Inc
Kansas
$496K +$7.57K +288 +2%
CA
302
Clearstead Advisors
Ohio
$484K -$412K -15,672 -50%
SWS
303
SYSTM Wealth Solutions
Illinois
$483K +$411K +15,626 New
IC
304
IEQ Capital
California
$473K +$146K +5,558 +57%
PP
305
PDS Planning
Ohio
$473K -$2.92K -111 -0.7%
DWM
306
Dakota Wealth Management
Florida
$472K +$402K +15,273 New
UAM
307
UAS Asset Management
New York
$464K +$394K +15,000 New
KFC
308
Klingenstein Fields & Co
New York
$461K
NS
309
NBC Securities
Alabama
$460K -$8.99K -342 -2%
PA
310
Parallel Advisors
California
$459K +$112K +4,250 +40%
AWM
311
AE Wealth Management
Kansas
$459K +$38.6K +1,468 +11%
P
312
Pitcairn
Pennsylvania
$454K +$149K +5,650 +62%
AC
313
AXQ Capital
New Jersey
$454K +$387K +14,700 New
GCM
314
Gallacher Capital Management
Colorado
$454K -$27.9K -1,060 -7%
FNBOH
315
First National Bank of Hutchinson
Kansas
$451K -$126K -4,793 -25%
AIM
316
Achmea Investment Management
Netherlands
$447K -$7.76M -295,250 -95%
PWM
317
Perigon Wealth Management
California
$445K -$469K -17,846 -55%
VF
318
Virtu Financial
New York
$444K +$378K +14,376 New
Focus Partners Wealth
319
Focus Partners Wealth
Massachusetts
$438K +$372K +14,163 New
SIM
320
Studio Investment Management
Illinois
$430K -$66.8K -2,541 -15%
DC
321
Davenport & Co
Virginia
$418K -$17K -646 -5%
GCM
322
Graham Capital Management
Connecticut
$413K +$351K +13,361 New
LFM
323
LGT Fund Management
Liechtenstein
$407K
PA
324
Pinnacle Associates
New York
$406K
SCP
325
Sivia Capital Partners
California
$404K +$344K +13,070 New