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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
BA
326
Bridgewater Advisors
New York
$548K -$2.17K -70 -0.5%
Envestnet Portfolio Solutions
327
Envestnet Portfolio Solutions
Illinois
$540K -$198K -6,404 -29%
GCM
328
Gallacher Capital Management
Colorado
$532K -$26.3K -851 -5%
CA
329
Clearstead Advisors
Ohio
$527K -$1.24K -40 -0.3%
WA
330
Waverly Advisors
Alabama
$526K -$40.4K -1,306 -8%
BBHC
331
Brown Brothers Harriman & Co
New York
$522K +$6.16K +199 +1%
Janney Montgomery Scott
332
Janney Montgomery Scott
Pennsylvania
$521K -$66.9K -2,162 -12%
AG
333
Ascent Group
Virginia
$516K +$557 +18 +0.1%
SRC
334
Sage Rhino Capital
California
$510K -$10.2K -328 -2%
KFC
335
Klingenstein Fields & Co
New York
$505K
PA
336
Parallel Advisors
California
$495K -$105K -3,403 -19%
BCM
337
Barometer Capital Management
Ontario, Canada
$490K +$30.9K +1,000 +7%
SCP
338
Sivia Capital Partners
California
$484K +$19.8K +639 +5%
MFG
339
Merit Financial Group
Georgia
$481K +$211K +6,822 +92%
VFA
340
Valeo Financial Advisors
Indiana
$477K -$26.1K -844 -6%
SA
341
swisspartners Advisors
Switzerland
$473K -$1.62M -52,277 -79%
SWA
342
Sax Wealth Advisors
New Jersey
$466K -$26.7K -862 -6%
FFA
343
Farther Finance Advisors
California
$464K +$343K +11,069 +417%
IC
344
Iconiq Capital
California
$456K -$183K -5,911 -30%
SWM
345
Spire Wealth Management
Virginia
$454K +$712 +23 +0.2%
FA
346
FDx Advisors
Illinois
$445K -$6.87K -222 -2%
SIM
347
Studio Investment Management
Illinois
$444K -$7.71K -249 -2%
CWM
348
Cordatus Wealth Management
Pennsylvania
$442K -$6.93K -224 -2%
IMC Chicago
349
IMC Chicago
Illinois
$441K +$403K +13,036 New
FNBOH
350
First National Bank of Hutchinson
Kansas
$436K +$15.4K +499 +4%