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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
RCSA
351
REYL & Cie S.A.
Switzerland
$786K +$932K +20,465 New
WPA
352
Winning Points Advisors
Florida
$777K -$412K -9,037 -23%
LOIM
353
Liberty One Investment Management
Illinois
$742K -$40.6K -891 -6%
EWM
354
Empirical Wealth Management
Washington
$742K -$820 -18 -0.1%
KFC
355
Klingenstein Fields & Co
New York
$740K – – –
OP
356
Oslo Pensjonsforsikring
$740K +$678K +14,896 New
GIA
357
Gateway Investment Advisers
Ohio
$732K +$672K +14,763 New
PCM
358
Penserra Capital Management
California
$730K +$663K +14,567 +7,707%
LFA
359
Legacy Financial Advisors
Kentucky
$704K -$1.18K -26 -0.2%
CAM
360
Cresset Asset Management
Illinois
$699K -$236K -5,192 -27%
SRC
361
Sage Rhino Capital
California
$695K -$9.75K -214 -2%
SA
362
swisspartners Advisors
Switzerland
$694K – – –
TPI
363
Trust Point Inc
Wisconsin
$690K +$13.1K +288 +2%
MWM
364
Mission Wealth Management
California
$677K +$114K +2,507 +22%
AWM
365
Aprio Wealth Management
Georgia
$668K +$61.1K +1,341 +11%
DC
366
Davenport & Co
Virginia
$661K -$41.4K -909 -6%
PWPS
367
Pinnacle Wealth Planning Services
Ohio
$659K +$12.5K +275 +2%
SAM
368
Smartleaf Asset Management
Massachusetts
$658K – – –
BA
369
Bridgewater Advisors
New York
$644K +$8.43K +185 +2%
Janney Montgomery Scott
370
Janney Montgomery Scott
Pennsylvania
$638K -$99.8K -2,191 -15%
EWA
371
EverSource Wealth Advisors
Alabama
$632K -$312K -6,854 -35%
VWM
372
Vigil Wealth Management
Florida
$629K – – –
VFA
373
Valeo Financial Advisors
Indiana
$627K +$161K +3,528 +39%
SGI
374
Summit Global Investments
Utah
$626K -$37.7K -828 -6%
BHPW
375
Beverly Hills Private Wealth
California
$622K -$18.8K -412 -3%