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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
GI
326
Gradient Investments
Minnesota
$469K +$14.4K +433 +3%
AG
327
Ascent Group
Virginia
$467K +$154K +4,620 +44%
BBHC
328
Brown Brothers Harriman & Co
New York
$466K – – –
HT
329
HAP Trading
New York
$463K +$504K +15,102 New
BFG
330
Bleakley Financial Group
New Jersey
$462K +$103K +3,074 +26%
VFA
331
Valeo Financial Advisors
Indiana
$458K +$63.1K +1,891 +14%
KFC
332
Klingenstein Fields & Co
New York
$457K – – –
SC
333
Syon Capital
California
$456K -$28.9K -868 -6%
SWA
334
Sax Wealth Advisors
New Jersey
$448K +$113K +3,375 +30%
CC
335
Centiva Capital
New York
$447K +$487K +14,593 New
BA
336
Bridgewater Advisors
New York
$442K +$7.3K +219 +2%
DC
337
Davenport & Co
Virginia
$437K -$90.1K -2,701 -16%
Focus Partners Wealth
338
Focus Partners Wealth
Massachusetts
$432K +$38.1K +1,141 +9%
SCP
339
Sivia Capital Partners
California
$418K +$16.7K +501 +4%
OL
340
Optas LLC
Texas
$417K +$7.47K +224 +2%
DAS
341
Diversify Advisory Services
Utah
$416K +$47.6K +1,428 +12%
SWM
342
Spire Wealth Management
Virginia
$410K +$7K +210 +2%
SIM
343
Studio Investment Management
Illinois
$410K -$64.9K -1,946 -13%
FA
344
FDx Advisors
Illinois
$410K -$14.7K -442 -3%
CWM
345
Cordatus Wealth Management
Pennsylvania
$407K +$443K +13,290 New
HWM
346
HB Wealth Management
Georgia
$403K -$2.97K -89 -0.7%
SWM
347
Seed Wealth Management
Illinois
$402K – – –
TWC
348
TD Waterhouse Canada
Ontario, Canada
$402K +$24.8K +745 +6%
AWM
349
Aprio Wealth Management
Georgia
$401K +$56.9K +1,705 +15%
BCM
350
Barometer Capital Management
Ontario, Canada
$400K +$86.7K +2,600 +24%