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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
326
Root Financial Partners
California
$631K +$597K +15,384 New
AG
327
Ascent Group
Virginia
$627K +$1.9K +49 +0.3%
SRC
328
Sage Rhino Capital
California
$620K +$854 +22 +0.1%
OAM
329
Oppenheimer Asset Management
New York
$613K -$188K -4,848 -24%
KFC
330
Klingenstein Fields & Co
New York
$612K
PA
331
Parallel Advisors
California
$611K +$10.5K +271 +2%
CGL
332
Clarius Group LLC
Washington
$611K -$285K -7,331 -33%
FNBOH
333
First National Bank of Hutchinson
Kansas
$607K +$74.5K +1,919 +15%
BRWA
334
B. Riley Wealth Advisors
Florida
$604K -$460K -11,836 -45%
SIG
335
Stonegate Investment Group
Alabama
$595K +$72.2K +1,859 +15%
SCP
336
Sivia Capital Partners
California
$590K +$3.07K +79 +0.6%
MFG
337
Merit Financial Group
Georgia
$588K +$4.66K +120 +0.8%
Macquarie Group
338
Macquarie Group
Australia
$573K -$13.6M -351,271 -96%
SA
339
swisspartners Advisors
Switzerland
$573K
Verition Fund Management
340
Verition Fund Management
Connecticut
$570K -$306K -7,883 -36%
SWA
341
Sax Wealth Advisors
New Jersey
$566K +$1.17K +30 +0.2%
NS
342
NBC Securities
Alabama
$559K -$189K -4,859 -26%
LFA
343
Legacy Financial Advisors
Kentucky
$551K +$27.3K +702 +6%
CWM
344
Cordatus Wealth Management
Pennsylvania
$539K +$2.8K +72 +0.6%
DWT
345
Dorsey & Whitney Trust
South Dakota
$531K -$227K -5,840 -31%
CAM
346
Cresset Asset Management
Illinois
$527K +$5.2K +134 +1%
BA
347
Bridgewater Advisors
New York
$526K -$23.6K -608 -4%
HWM
348
HB Wealth Management
Georgia
$522K +$127K +3,273 +35%
EWM
349
Empirical Wealth Management
Washington
$521K +$185K +4,760 +60%
SWP
350
Sagespring Wealth Partners
Tennessee
$521K +$12.2K +315 +3%