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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
RWB
351
RMR Wealth Builders
New Jersey
$204K +$200K +9,580 New
IAIM
352
International Assets Investment Management
Florida
$204K +$200K +9,567 New
GLA
353
Great Lakes Advisors
Illinois
$204K +$199K +9,548 New
PA
354
Parallel Advisors
California
$186K -$34.2K -1,637 -16%
KI
355
Kapitalo Investimentos
Brazil
$175K +$79.7K +3,820 +87%
Carson Wealth (CWM LLC)
356
Carson Wealth (CWM LLC)
Nebraska
$149K +$9.68K +464 +7%
EWA
357
EverSource Wealth Advisors
Alabama
$124K -$7.78K -373 -6%
TWC
358
TD Waterhouse Canada
Ontario, Canada
$112K +$83.4K +4,000 +305%
CAM
359
Chesapeake Asset Management
New York
$106K +$103K +4,950 New
SOW
360
State of Wyoming
Wyoming
$102K -$24.4K -1,171 -20%
IA
361
IFP Advisors
Florida
$96.8K -$55.7K -2,668 -30%
HNB
362
Huntington National Bank
Ohio
$95.1K +$10.3K +496 +13%
CFGS
363
Concourse Financial Group Securities
Alabama
$95.1K -$23K -1,102 -20%
FP
364
Financial Perspectives
Minnesota
$87.4K – – –
CFD
365
Creative Financial Designs
Indiana
$68.7K – – –
CFG
366
CKW Financial Group
Hawaii
$58K – – –
First Manhattan
367
First Manhattan
New York
$53.5K – – –
JC
368
JBF Capital
Colorado
$52.7K +$52.2K +2,500 New
MHR
369
Matthew Hamilton Rosenberg
$52.4K – – –
BAM
370
Belpointe Asset Management
Nevada
$51.8K +$4.78K +229 +10%
UB
371
UMB Bank
Missouri
$47.8K +$25.5K +1,222 +120%
AWM
372
Accel Wealth Management
Iowa
$44.1K – – –
TPCW
373
TD Private Client Wealth
New York
$43.9K -$89.6K -4,294 -68%
AAS
374
Ameritas Advisory Services
Nebraska
$41.1K +$40.2K +1,925 New
HFM
375
Harvest Fund Management
China
$40K – – –