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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
DI
351
Diligent Investors
California
$248K
CP
352
Covenant Partners
Tennessee
$244K
SCA
353
Snowden Capital Advisors
New York
$243K -$110K -4,725 -32%
DWM
354
Drive Wealth Management
Utah
$243K +$231K +9,873 New
IAIM
355
International Assets Investment Management
Florida
$243K +$233K +9,992 New
CS
356
Comerica Securities
Michigan
$243K -$25.5K -1,090 -10%
CA
357
Claro Advisors
Massachusetts
$241K +$228K +9,768 New
IC
358
IEQ Capital
California
$241K -$59.7K -2,554 -21%
OL
359
Optas LLC
Texas
$240K +$228K +9,754 New
William Blair & Company
360
William Blair & Company
Illinois
$239K +$226K +9,682 New
JIP
361
Jaffetilchin Investment Partners
Florida
$238K +$225K +9,653 New
CG
362
Caprock Group
Idaho
$233K +$220K +9,435 New
BPA
363
Beacon Pointe Advisors
California
$231K +$219K +9,376 New
CB
364
Commerce Bank
Missouri
$225K +$213K +9,111 New
P
365
Pitcairn
Pennsylvania
$223K +$212K +9,056 New
KP
366
Keel Point
Alabama
$220K +$209K +8,944 New
MOS
367
MGO One Seven
Ohio
$220K +$209K +8,943 New
RWB
368
RMR Wealth Builders
New Jersey
$219K +$208K +8,898 New
TRCT
369
Tower Research Capital (TRC)
New York
$219K +$151K +6,480 +270%
AWM
370
Aprio Wealth Management
Georgia
$219K +$207K +8,874 New
EGM
371
Engineers Gate Manager
New York
$217K +$205K +8,786 New
FOA
372
Five Oceans Advisors
California
$216K +$205K +8,771 New
CAM
373
Cozad Asset Management
Illinois
$215K +$204K +8,718 New
CWP
374
Cyndeo Wealth Partners
Florida
$207K +$196K +8,390 New
SC
375
Savant Capital
Illinois
$205K +$195K +8,332 New