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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
NS
301
NBC Securities
Alabama
$506K +$85.4K +2,873 +20%
DC
302
Davenport & Co
Virginia
$497K +$91.6K +3,080 +22%
PA
303
Parallel Advisors
California
$489K +$12.5K +420 +3%
CC
304
Callan Capital
California
$486K +$65.4K +2,200 +15%
PP
305
PDS Planning
Ohio
$484K -$5.14K -173 -1%
XT
306
XTX Topco
Cayman Islands
$479K +$482K +16,212 New
GI
307
Gradient Investments
Minnesota
$477K +$89 +3 +0%
TFS
308
Thoroughbred Financial Services
Tennessee
$473K +$476K +16,016 New
BRWA
309
B. Riley Wealth Advisors
Florida
$469K -$418K -14,049 -47%
SRC
310
Sage Rhino Capital
California
$466K -$12.6K -423 -3%
HF
311
HRT Financial
New York
$463K -$13.6K -459 -3%
IC
312
IEQ Capital
California
$463K +$89.8K +3,022 +24%
GC
313
Guggenheim Capital
Illinois
$460K +$71.4K +2,402 +18%
GCM
314
Gallacher Capital Management
Colorado
$458K +$33.2K +1,118 +8%
FA
315
FDx Advisors
Illinois
$457K -$21.5K -724 -4%
PWM
316
Perigon Wealth Management
California
$451K -$1.31K -44 -0.3%
Walleye Capital
317
Walleye Capital
New York
$451K -$7.05M -236,999 -94%
FRM
318
Fox Run Management
Connecticut
$449K +$169K +5,679 +60%
SIM
319
Studio Investment Management
Illinois
$446K +$5.47K +184 +1%
KFC
320
Klingenstein Fields & Co
New York
$441K
BA
321
Bridgewater Advisors
New York
$437K +$430K +14,477 New
SIG
322
Stonegate Investment Group
Alabama
$433K +$62.5K +2,101 +17%
SW
323
SVB Wealth
Massachusetts
$431K -$91K -3,062 -17%
FIM
324
Freedom Investment Management
Connecticut
$422K -$103K -3,481 -20%
CC
325
Centiva Capital
New York
$418K +$421K +14,158 New