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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
A
351
Allianz
Germany
$340K -$184K -6,205 -35%
DOA
352
D'Orazio & Associates
Virginia
$333K +$59 +2 +0%
SF
353
Synovus Financial
Georgia
$330K -$1.96K -66 -0.6%
IRC
354
Investors Research Corp
Georgia
$328K
DWM
355
Drive Wealth Management
Utah
$328K +$10.4K +349 +3%
SMA
356
Sage Mountain Advisors
Georgia
$324K +$108K +3,642 +50%
USCWA
357
U.S. Capital Wealth Advisors
Texas
$322K +$17.6K +591 +6%
Thrivent Financial for Lutherans
358
Thrivent Financial for Lutherans
Minnesota
$322K +$28.3K +952 +10%
BCM
359
Barometer Capital Management
Ontario, Canada
$322K +$324K +10,889 New
CA
360
Claro Advisors
Massachusetts
$318K -$27.4K -923 -8%
AG
361
Ascent Group
Virginia
$312K -$42.3K -1,423 -12%
BFG
362
Bleakley Financial Group
New Jersey
$312K -$35.2K -1,183 -10%
SA
363
Shilanski & Associates
Alaska
$311K -$23.9K -804 -7%
SW
364
Simplicity Wealth
New Jersey
$311K -$35.9K -1,207 -10%
MFIM
365
Mesirow Financial Investment Management
Illinois
$311K +$13K +437 +4%
SI
366
Stephens Inc
Arkansas
$308K
GI
367
GAMCO Investors
Connecticut
$297K +$297 +10 +0.1%
CG
368
Caprock Group
Idaho
$296K -$10.9K -368 -4%
G
369
GenTrust
Florida
$293K +$295K +9,918 New
OL
370
Optas LLC
Texas
$292K +$3.66K +123 +1%
FCI
371
Financial Counselors Inc
Kansas
$290K -$43.5K -1,465 -13%
DADC
372
D.A. Davidson & Co
Montana
$287K
PA
373
Pinnacle Associates
New York
$287K -$56.5K -1,900 -16%
AWM
374
Aprio Wealth Management
Georgia
$287K -$7.49K -252 -3%
CWM
375
Calamos Wealth Management
Illinois
$286K -$9.51K -320 -3%