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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
FA
326
FDx Advisors
Illinois
$419K -$25.3K -799 -5%
WFI
327
West Family Investments
California
$408K -$3.04K -96 -0.7%
OL
328
Optas LLC
Texas
$406K +$108K +3,418 +34%
HWM
329
HB Wealth Management
Georgia
$401K +$208K +6,577 +99%
DWM
330
Dakota Wealth Management
Florida
$400K -$11.4K -361 -3%
SWM
331
Spire Wealth Management
Virginia
$400K -$12.1K -383 -3%
SCP
332
Sivia Capital Partners
California
$399K -$7.42K -234 -2%
SWM
333
Seed Wealth Management
Illinois
$398K
VFA
334
Valeo Financial Advisors
Indiana
$396K -$534K -16,838 -56%
PWM
335
Perigon Wealth Management
California
$395K +$23.9K +754 +7%
DAS
336
Diversify Advisory Services
Utah
$394K +$73.8K +2,329 +24%
Focus Partners Wealth
337
Focus Partners Wealth
Massachusetts
$393K +$98.3K +3,100 +31%
FIM
338
Freedom Investment Management
Connecticut
$392K -$22.8K -718 -5%
MWM
339
Mission Wealth Management
California
$390K +$51.4K +1,622 +14%
IC
340
Iconiq Capital
California
$389K +$406K +12,818 New
SA
341
swisspartners Advisors
Switzerland
$388K
TPCW
342
TD Private Client Wealth
New York
$387K -$1.43K -45 -0.4%
LG
343
Leuthold Group
Minnesota
$386K -$9.98K -315 -2%
TWC
344
TD Waterhouse Canada
Ontario, Canada
$379K -$1.11K -35 -0.3%
4WM
345
44 Wealth Management
Oregon
$377K -$24.2K -764 -6%
NVCHI
346
New Vernon Capital Holdings II
New Jersey
$367K -$84.1K -2,653 -18%
Squarepoint
347
Squarepoint
New York
$367K -$570K -17,976 -60%
A
348
Allianz
Germany
$365K +$12.3K +389 +3%
FNBOH
349
First National Bank of Hutchinson
Kansas
$364K -$3.55K -112 -0.9%
BFG
350
Bleakley Financial Group
New Jersey
$364K +$1.3K +41 +0.3%