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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
AC
301
AlphaCore Capital
California
$863K +$737K +18,973 +913%
UCFA
302
United Capital Financial Advisors
Texas
$821K +$44.3K +1,140 +6%
CI
303
Corient IA
Florida
$820K
USCWA
304
U.S. Capital Wealth Advisors
Texas
$805K +$38K +979 +5%
SIA
305
SkyView Investment Advisors
New Jersey
$804K +$5.05K +130 +0.7%
BCIM
306
British Columbia Investment Management
British Columbia, Canada
$802K +$322K +8,295 +73%
PCS
307
Personal CFO Solutions
New Jersey
$793K +$6.06K +156 +0.8%
PP
308
PDS Planning
Ohio
$792K +$25.2K +650 +3%
TWC
309
TD Waterhouse Canada
Ontario, Canada
$787K -$20.4K -525 -3%
CFG
310
Citizens Financial Group
Rhode Island
$773K +$247K +6,367 +51%
NVCHI
311
New Vernon Capital Holdings II
New Jersey
$764K +$723K +18,627 New
PFS
312
Prospera Financial Services
Texas
$753K -$2.8K -72 -0.4%
OIA
313
OneDigital Investment Advisors
Kansas
$721K +$7.26K +187 +1%
GCM
314
Gallacher Capital Management
Colorado
$708K +$60.5K +1,557 +10%
GFP
315
Gryphon Financial Partners
Ohio
$683K +$164K +4,231 +34%
VCM
316
Versant Capital Management
Arizona
$679K -$20.6K -530 -3%
HCA
317
Harbour Capital Advisors
Virginia
$663K +$629K +16,205 New
Envestnet Portfolio Solutions
318
Envestnet Portfolio Solutions
Illinois
$657K +$1.4K +36 +0.2%
FFA
319
Farther Finance Advisors
California
$656K +$88.2K +2,270 +17%
VFA
320
Valeo Financial Advisors
Indiana
$645K +$63K +1,623 +12%
SSA
321
Schonfeld Strategic Advisors
New York
$644K +$610K +15,711 New
WA
322
Waverly Advisors
Alabama
$643K +$4.39K +113 +0.7%
CA
323
Clearstead Advisors
Ohio
$638K
RCAG
324
Rehmann Capital Advisory Group
Michigan
$638K -$83.7K -2,154 -12%
BBHC
325
Brown Brothers Harriman & Co
New York
$633K