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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
326
Coldstream Capital Management
Washington
$403K +$343K +13,046 New
CCM
327
CAAS Capital Management
New York
$402K +$342K +13,000 New
SWM
328
Seed Wealth Management
Illinois
$399K
XT
329
XTX Topco
Cayman Islands
$395K +$336K +12,783 New
ATIA
330
American Trust Investment Advisors
New Hampshire
$395K -$58.8K -2,235 -15%
Mitsubishi UFJ Trust & Banking
331
Mitsubishi UFJ Trust & Banking
Japan
$390K -$10.3M -390,394 -97%
CWAG
332
Compton Wealth Advisory Group
Virginia
$389K
SIG
333
Stonegate Investment Group
Alabama
$377K +$26.3K +1,000 +9%
LC
334
Lindbrook Capital
California
$376K +$14.2K +540 +5%
SA
335
swisspartners Advisors
Switzerland
$365K
USCWA
336
U.S. Capital Wealth Advisors
Texas
$362K +$308K +11,705 New
WI
337
WrapManager Inc
California
$358K -$5.97K -227 -2%
PWPS
338
Pinnacle Wealth Planning Services
Ohio
$358K -$3.02K -115 -1%
SA
339
Shilanski & Associates
Alaska
$355K -$7.05K -268 -2%
TIM
340
Thornburg Investment Management
New Mexico
$351K -$41.9M -1,591,676 -99%
SF
341
Synovus Financial
Georgia
$345K -$3.37K -128 -1%
AG
342
Ascent Group
Virginia
$344K +$1.45K +55 +0.4%
IRC
343
Investors Research Corp
Georgia
$344K
JIP
344
Jaffetilchin Investment Partners
Florida
$343K +$38.2K +1,451 +15%
CA
345
Cetera Advisors
Colorado
$338K +$288K +10,946 New
FRM
346
Fox Run Management
Connecticut
$336K +$286K +10,886 New
DOA
347
D'Orazio & Associates
Virginia
$336K +$5.23K +199 +2%
SI
348
Stephens Inc
Arkansas
$336K -$5.87K -223 -2%
SAMT
349
Select Asset Management & Trust
Pennsylvania
$332K
MFIM
350
Mesirow Financial Investment Management
Illinois
$324K +$276K +10,484 New