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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
WA
301
Waverly Advisors
Alabama
$534K +$558K +17,620 New
PP
302
PDS Planning
Ohio
$532K +$34.9K +1,101 +7%
Thrivent Financial for Lutherans
303
Thrivent Financial for Lutherans
Minnesota
$531K +$16.7K +527 +3%
DC
304
Davenport & Co
Virginia
$514K -$32.8K -1,034 -6%
CIEC
305
Crédit Industriel et Commercial
France
$487K +$557K +17,573 New
GCM
306
Gallacher Capital Management
Colorado
$486K +$13.2K +416 +3%
Rockefeller Capital Management
307
Rockefeller Capital Management
New York
$485K +$100K +3,166 +25%
TFS
308
Thoroughbred Financial Services
Tennessee
$484K
SWP
309
Sagespring Wealth Partners
Tennessee
$483K +$505K +15,924 New
SC
310
Syon Capital
California
$478K -$1.39M -43,764 -74%
CC
311
Carlson Capital
Texas
$476K +$498K +15,700 New
CA
312
Clearstead Advisors
Ohio
$472K -$90.1K -2,842 -15%
SRC
313
Sage Rhino Capital
California
$469K -$13K -409 -3%
SIG
314
Stonegate Investment Group
Alabama
$469K
SIM
315
Studio Investment Management
Illinois
$465K -$6.97K -220 -1%
BBHC
316
Brown Brothers Harriman & Co
New York
$462K +$475K +15,000 +6,522%
BA
317
Bridgewater Advisors
New York
$460K +$412 +13 +0.1%
EWA
318
EverSource Wealth Advisors
Alabama
$458K +$278K +8,773 +138%
KFC
319
Klingenstein Fields & Co
New York
$453K
GI
320
Gradient Investments
Minnesota
$451K -$35.1K -1,107 -7%
SGA
321
Strategic Global Advisors
California
$436K +$456K +14,395 New
SW
322
SVB Wealth
Massachusetts
$434K +$453K +14,298 New
BRWA
323
B. Riley Wealth Advisors
Florida
$431K -$36.7K -1,157 -8%
USCWA
324
U.S. Capital Wealth Advisors
Texas
$429K +$148K +4,675 +49%
Macquarie Group
325
Macquarie Group
Australia
$428K