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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
326
Cambridge Investment Research Advisors
Iowa
$860K +$27.7K +647 +3%
UCFA
327
United Capital Financial Advisors
Texas
$859K -$18.4K -429 -2%
GFP
328
Gryphon Financial Partners
Ohio
$838K +$83.1K +1,941 +10%
SC
329
Syon Capital
California
$830K -$30.5K -712 -3%
MWM
330
Massachusetts Wealth Management
Massachusetts
$824K
KPWS
331
Kestra Private Wealth Services
Texas
$819K -$25.9K -605 -3%
ACA
332
Atlas Capital Advisors
Wyoming
$809K -$240K -5,599 -21%
USCWA
333
U.S. Capital Wealth Advisors
Texas
$779K +$1.71K +40 +0.2%
RCAG
334
Rehmann Capital Advisory Group
Michigan
$778K +$10.4K +243 +1%
EWA
335
EverSource Wealth Advisors
Alabama
$766K +$261K +6,105 +45%
CB
336
Centennial Bank
Arkansas
$763K
VWM
337
Venturi Wealth Management
Texas
$762K +$318K +7,427 +62%
FLPIM
338
F.L. Putnam Investment Management
Massachusetts
$760K +$540K +12,625 +185%
SIA
339
SkyView Investment Advisors
New Jersey
$759K +$4.24K +99 +0.5%
CAM
340
Cresset Asset Management
Illinois
$753K +$223K +5,201 +37%
PCS
341
Personal CFO Solutions
New Jersey
$751K +$7.45K +174 +0.9%
PP
342
PDS Planning
Ohio
$740K +$18.1K +422 +2%
PCM
343
Pavaki Capital Management
Colorado
$730K +$813K +19,000 New
Verition Fund Management
344
Verition Fund Management
Connecticut
$716K +$784K +18,328 New
CAM
345
CenterStar Asset Management
Illinois
$714K +$783K +18,289 New
FAM
346
Fred Alger Management
New York
$707K -$62K -1,448 -7%
NWAG
347
Net Worth Advisory Group
Utah
$682K -$18.4K -431 -2%
CC
348
Climber Capital
Switzerland
$677K +$754K +17,618 New
AG
349
Ascent Group
Virginia
$673K +$37.2K +869 +5%
DWT
350
Dorsey & Whitney Trust
South Dakota
$673K +$72.1K +1,684 +11%