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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
326
Dakota Wealth Management
Florida
$419K -$13.3K -443 -3%
WFI
327
West Family Investments
California
$418K +$407K +13,537 New
PSP
328
Principal Street Partners
Tennessee
$415K +$208K +6,918 +97%
SCP
329
Sivia Capital Partners
California
$414K -$8.54K -284 -2%
SWM
330
Seed Wealth Management
Illinois
$406K
PA
331
Pinnacle Associates
New York
$406K +$102K +3,400 +35%
LG
332
Leuthold Group
Minnesota
$404K -$9.83K -327 -2%
Citadel Advisors
333
Citadel Advisors
Florida
$400K -$7.08M -235,666 -95%
SWA
334
Sax Wealth Advisors
New Jersey
$397K +$32.2K +1,070 +9%
Rockefeller Capital Management
335
Rockefeller Capital Management
New York
$397K -$175K -5,821 -31%
TPCW
336
TD Private Client Wealth
New York
$396K +$11.8K +394 +3%
TWC
337
TD Waterhouse Canada
Ontario, Canada
$386K +$101K +3,350 +36%
WPA
338
Winning Points Advisors
Florida
$384K +$467K +15,534 New
PWPS
339
Pinnacle Wealth Planning Services
Ohio
$377K +$3.1K +103 +0.9%
FNBOH
340
First National Bank of Hutchinson
Kansas
$375K
BFG
341
Bleakley Financial Group
New Jersey
$370K +$42.4K +1,410 +13%
WSFS
342
Wilmington Savings Fund Society
Delaware
$365K +$355K +11,805 New
SA
343
swisspartners Advisors
Switzerland
$365K
CM
344
Crestline Management
Texas
$362K +$352K +11,711 New
A
345
Allianz
Germany
$357K -$361 -12 -0.1%
SFS
346
Sowell Financial Services
Arkansas
$355K -$8.78K -292 -2%
ATIA
347
American Trust Investment Advisors
New Hampshire
$351K -$43.3K -1,440 -11%
MWM
348
Mission Wealth Management
California
$348K -$26.2K -871 -7%
SF
349
Synovus Financial
Georgia
$347K +$1.74K +58 +0.5%
DOA
350
D'Orazio & Associates
Virginia
$346K -$2.16K -72 -0.6%