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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
326
Brown Advisory
Maryland
$420K +$404K +13,671 New
CC
327
Cipher Capital
New York
$408K +$393K +13,291 New
GC
328
Guggenheim Capital
Illinois
$405K +$134K +4,548 +53%
CCM
329
CAAS Capital Management
New York
$399K
SCP
330
Sivia Capital Partners
California
$396K -$5.55K -188 -1%
ATIA
331
American Trust Investment Advisors
New Hampshire
$393K
SWS
332
SYSTM Wealth Solutions
Illinois
$389K -$87.5K -2,961 -19%
IC
333
IEQ Capital
California
$389K -$79K -2,673 -17%
SA
334
swisspartners Advisors
Switzerland
$388K
SIG
335
Stonegate Investment Group
Alabama
$386K +$10.1K +342 +3%
LC
336
Lindbrook Capital
California
$380K +$6.03K +204 +2%
Focus Partners Wealth
337
Focus Partners Wealth
Massachusetts
$378K -$54.7K -1,851 -13%
SWM
338
Seed Wealth Management
Illinois
$373K -$26.3K -890 -7%
Mitsubishi UFJ Trust & Banking
339
Mitsubishi UFJ Trust & Banking
Japan
$373K -$14.2K -481 -4%
MIF
340
Mediolanum International Funds
Ireland
$369K +$386K +13,054 New
AG
341
Ascent Group
Virginia
$369K -$9.39K -318 -3%
BTI
342
Blue Trust Inc
Georgia
$365K +$56.5K +1,911 +19%
SFS
343
Sowell Financial Services
Arkansas
$361K +$48.8K +1,652 +16%
BFG
344
Bleakley Financial Group
New Jersey
$360K +$62.7K +2,122 +22%
SW
345
Simplicity Wealth
New Jersey
$360K +$347K +11,734 New
CA
346
Claro Advisors
Massachusetts
$359K +$53.9K +1,823 +18%
PA
347
Pinnacle Associates
New York
$357K -$44.3K -1,500 -11%
WI
348
WrapManager Inc
California
$349K -$6.94K -235 -2%
SA
349
Shilanski & Associates
Alaska
$349K -$3.96K -134 -1%
FCI
350
Financial Counselors Inc
Kansas
$346K -$141K -4,775 -30%