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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
351
Empirical Wealth Management
Washington
$742K -$820 -18 -0.1%
KFC
352
Klingenstein Fields & Co
New York
$740K
OP
353
Oslo Pensjonsforsikring
$740K +$678K +14,896 New
GIA
354
Gateway Investment Advisers
Ohio
$732K +$672K +14,763 New
PCM
355
Penserra Capital Management
California
$730K +$663K +14,567 +7,707%
LFA
356
Legacy Financial Advisors
Kentucky
$704K -$1.18K -26 -0.2%
CAM
357
Cresset Asset Management
Illinois
$699K -$236K -5,192 -27%
SRC
358
Sage Rhino Capital
California
$695K -$9.75K -214 -2%
SA
359
swisspartners Advisors
Switzerland
$694K
TPI
360
Trust Point Inc
Wisconsin
$690K +$13.1K +288 +2%
MWM
361
Mission Wealth Management
California
$677K +$114K +2,507 +22%
AWM
362
Aprio Wealth Management
Georgia
$668K +$61.1K +1,341 +11%
DC
363
Davenport & Co
Virginia
$661K -$41.4K -909 -6%
PWPS
364
Pinnacle Wealth Planning Services
Ohio
$659K +$12.5K +275 +2%
SAM
365
Smartleaf Asset Management
Massachusetts
$658K
BA
366
Bridgewater Advisors
New York
$644K +$8.43K +185 +2%
Janney Montgomery Scott
367
Janney Montgomery Scott
Pennsylvania
$638K -$99.8K -2,191 -15%
EWA
368
EverSource Wealth Advisors
Alabama
$632K -$312K -6,854 -35%
VWM
369
Vigil Wealth Management
Florida
$629K
VFA
370
Valeo Financial Advisors
Indiana
$627K +$161K +3,528 +39%
SGI
371
Summit Global Investments
Utah
$626K -$37.7K -828 -6%
BHPW
372
Beverly Hills Private Wealth
California
$622K -$18.8K -412 -3%
SI
373
Stephens Inc
Arkansas
$620K +$75.3K +1,654 +15%
DWM
374
Diversify Wealth Management
Utah
$607K +$113K +2,482 +27%
DAS
375
Diversify Advisory Services
Utah
$607K +$526K +11,559 New