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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
301
Winning Points Advisors
Florida
$551K – – –
A
302
Allianz
Germany
$547K +$525K +17,760 New
FIM
303
Freedom Investment Management
Connecticut
$546K -$43.7K -1,480 -8%
SW
304
SVB Wealth
Massachusetts
$542K -$147K -4,969 -22%
WS
305
Wedbush Securities
California
$534K +$314K +10,630 +157%
AA
306
ALPS Advisors
Colorado
$533K -$26.3K -889 -5%
OAM
307
Oppenheimer Asset Management
New York
$511K -$508K -17,196 -51%
PP
308
PDS Planning
Ohio
$509K +$36.9K +1,250 +8%
SRC
309
Sage Rhino Capital
California
$498K +$3.78K +128 +0.8%
FA
310
FDx Advisors
Illinois
$497K -$12.3K -418 -3%
HF
311
HRT Financial
New York
$496K -$137K -4,644 -22%
PA
312
Parallel Advisors
California
$496K +$37.3K +1,262 +8%
GI
313
Gradient Investments
Minnesota
$495K -$55.5K -1,878 -10%
PWM
314
Perigon Wealth Management
California
$471K +$26.9K +909 +6%
CA
315
Clearstead Advisors
Ohio
$465K – – –
KFC
316
Klingenstein Fields & Co
New York
$459K – – –
SIM
317
Studio Investment Management
Illinois
$458K +$29.6K +1,002 +7%
FNBOH
318
First National Bank of Hutchinson
Kansas
$451K +$2.19K +74 +0.5%
DWM
319
Dakota Wealth Management
Florida
$448K -$20K -677 -4%
GCM
320
Gallacher Capital Management
Colorado
$442K -$8.6K -291 -2%
NS
321
NBC Securities
Alabama
$438K -$18K -610 -4%
CC
322
Callan Capital
California
$438K +$421K +14,255 New
CCM
323
Coldstream Capital Management
Washington
$423K +$21.4K +724 +6%
DC
324
Davenport & Co
Virginia
$422K +$6.56K +222 +2%
TWC
325
TD Waterhouse Canada
Ontario, Canada
$421K +$125K +4,225 +42%
11 12
13
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