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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
IC
301
Iconiq Capital
California
$594K +$219K +6,581 +51%
IC
302
IEQ Capital
California
$584K +$17.9K +536 +3%
PP
303
PDS Planning
Ohio
$569K +$33.6K +1,008 +6%
OIA
304
OneDigital Investment Advisors
Kansas
$559K -$1.67K -50 -0.3%
PFS
305
Prospera Financial Services
Texas
$555K +$604K +18,124 New
PA
306
Parallel Advisors
California
$553K -$36.4K -1,092 -6%
CG
307
Caprock Group
Idaho
$544K +$194K +5,807 +49%
SC
308
Solstein Capital
California
$543K
USCWA
309
U.S. Capital Wealth Advisors
Texas
$542K +$118K +3,536 +25%
Janney Montgomery Scott
310
Janney Montgomery Scott
Pennsylvania
$538K -$189K -5,677 -24%
Thrivent Financial for Lutherans
311
Thrivent Financial for Lutherans
Minnesota
$531K
CIS
312
Custom Index Systems
New York
$528K +$341K +10,217 +145%
OAM
313
Oppenheimer Asset Management
New York
$528K -$22.9K -686 -4%
Two Sigma Advisers
314
Two Sigma Advisers
New York
$519K -$2.52M -75,430 -82%
SWP
315
Sagespring Wealth Partners
Tennessee
$519K +$34.4K +1,030 +6%
WA
316
Waverly Advisors
Alabama
$517K -$25K -750 -4%
NS
317
NBC Securities
Alabama
$511K +$556K +16,669 +98,053%
GCM
318
Gallacher Capital Management
Colorado
$508K +$17.9K +537 +3%
VCM
319
Versant Capital Management
Arizona
$502K +$503K +15,068 +1,146%
SB
320
Simmons Bank
Arkansas
$502K -$103K -3,084 -16%
TFS
321
Thoroughbred Financial Services
Tennessee
$489K
OBAM
322
ODDO BHF Asset Management
France
$484K +$178K +5,339 +42%
CA
323
Clearstead Advisors
Ohio
$478K +$1K +30 +0.2%
SRC
324
Sage Rhino Capital
California
$472K -$1.33K -40 -0.3%
GI
325
Gradient Investments
Minnesota
$469K +$14.4K +433 +3%