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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
DC
301
Davenport & Co
Virginia
$556K +$34.8K +1,158 +7%
SC
302
Solstein Capital
California
$556K -$40.2K -1,338 -7%
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$554K -$190K -6,310 -26%
IC
304
IEQ Capital
California
$536K +$50.1K +1,666 +11%
NS
305
NBC Securities
Alabama
$529K -$361 -12 -0.1%
PA
306
Parallel Advisors
California
$520K +$8.17K +272 +2%
PP
307
PDS Planning
Ohio
$509K +$2.22K +74 +0.5%
GI
308
Gradient Investments
Minnesota
$494K -$4.27K -142 -0.9%
TFS
309
Thoroughbred Financial Services
Tennessee
$493K -$1.5K -50 -0.3%
SRC
310
Sage Rhino Capital
California
$491K +$2.85K +95 +0.6%
Thrivent Financial for Lutherans
311
Thrivent Financial for Lutherans
Minnesota
$488K +$147K +4,889 +45%
GCM
312
Gallacher Capital Management
Colorado
$483K +$3.06K +102 +0.7%
SIM
313
Studio Investment Management
Illinois
$481K +$13.9K +464 +3%
SIG
314
Stonegate Investment Group
Alabama
$478K +$24K +797 +5%
BRWA
315
B. Riley Wealth Advisors
Florida
$473K -$14.9K -496 -3%
Prudential Financial
316
Prudential Financial
New Jersey
$473K -$107K -3,558 -19%
MIF
317
Mediolanum International Funds
Ireland
$469K +$24.4K +812 +6%
BA
318
Bridgewater Advisors
New York
$468K -$6.34K -211 -1%
KFC
319
Klingenstein Fields & Co
New York
$461K
NVCHI
320
New Vernon Capital Holdings II
New Jersey
$456K +$444K +14,767 New
FA
321
FDx Advisors
Illinois
$452K -$25.2K -837 -5%
Macquarie Group
322
Macquarie Group
Australia
$431K
4WM
323
44 Wealth Management
Oregon
$422K +$397K +13,214 New
FIM
324
Freedom Investment Management
Connecticut
$422K -$19.8K -658 -5%
SWM
325
Spire Wealth Management
Virginia
$420K -$12.7K -423 -3%