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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
WRPWM
351
Werba Rubin Papier Wealth Management
California
$320K +$3.16K +120 +1%
DWM
352
Drive Wealth Management
Utah
$318K +$11.3K +429 +4%
RWA
353
Redhawk Wealth Advisors
Minnesota
$317K
1WA
354
180 Wealth Advisors
Washington
$314K -$48.4K -1,842 -15%
SFS
355
Sowell Financial Services
Arkansas
$313K +$266K +10,115 New
TWC
356
TD Waterhouse Canada
Ontario, Canada
$313K +$193K +7,344 +265%
DI
357
Diligent Investors
California
$310K
CG
358
Caprock Group
Idaho
$310K +$15.8K +600 +6%
CWM
359
Calamos Wealth Management
Illinois
$309K -$3.5K -133 -1%
GI
360
GAMCO Investors
Connecticut
$309K -$552K -21,000 -68%
Susquehanna International Group
361
Susquehanna International Group
Pennsylvania
$305K -$255K -9,713 -50%
CA
362
Claro Advisors
Massachusetts
$305K +$2.39K +91 +0.9%
DADC
363
D.A. Davidson & Co
Montana
$303K +$258K +9,803 New
BCIM
364
British Columbia Investment Management
British Columbia, Canada
$303K -$622K -23,651 -71%
PS
365
Principal Securities
Iowa
$303K +$258K +9,801 New
OL
366
Optas LLC
Texas
$302K +$763 +29 +0.3%
ONB
367
Old National Bancorp
Indiana
$299K -$17.7K -673 -7%
BFG
368
Bleakley Financial Group
New Jersey
$297K -$18.7K -710 -7%
SS
369
Simplicity Solutions
Minnesota
$297K -$18.7K -710 -7%
CFB
370
Cullen/Frost Bankers
Texas
$292K -$31.6K -1,200 -11%
KP
371
Keel Point
Alabama
$290K +$11.7K +445 +5%
FAIM
372
Financial Advocates Investment Management
Washington
$289K +$246K +9,356 New
Fiera Capital (Canada)
373
Fiera Capital (Canada)
Quebec, Canada
$289K -$129K -4,898 -34%
P
374
&Partners
Tennessee
$288K +$249K +9,453 New
AT
375
American Trust
Kentucky
$285K +$242K +9,217 New