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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
351
Drive Wealth Management
Utah
$345K +$1.92K +64 +0.6%
PWM
352
Perigon Wealth Management
California
$345K -$124K -4,127 -27%
IRC
353
Investors Research Corp
Georgia
$344K
SMA
354
Sage Mountain Advisors
Georgia
$339K
LC
355
Lindbrook Capital
California
$337K -$57.8K -1,923 -15%
BCM
356
Barometer Capital Management
Ontario, Canada
$337K
CA
357
Claro Advisors
Massachusetts
$331K -$1.35K -45 -0.4%
CG
358
Caprock Group
Idaho
$330K +$20.2K +671 +7%
OBAM
359
ODDO BHF Asset Management
France
$330K +$380K +12,661 New
AG
360
Ascent Group
Virginia
$325K -$2.01K -67 -0.6%
SI
361
Stephens Inc
Arkansas
$322K
HH
362
Hilltop Holdings
Texas
$321K +$73.2K +2,435 +30%
SA
363
Shilanski & Associates
Alaska
$321K -$4.57K -152 -1%
DAS
364
Diversify Advisory Services
Utah
$321K -$107K -3,566 -27%
MFIM
365
Mesirow Financial Investment Management
Illinois
$316K -$8.2K -273 -3%
BPCE
366
Bank Pictet & Cie (Europe)
Germany
$315K +$45.1K +1,500 +17%
WT
367
Whittier Trust
California
$314K +$45.1K +1,500 +17%
OL
368
Optas LLC
Texas
$308K +$2.22K +74 +0.7%
CP
369
Covenant Partners
Tennessee
$306K -$304K -10,123 -51%
Focus Partners Wealth
370
Focus Partners Wealth
Massachusetts
$305K -$75K -2,494 -20%
KOCAA
371
Knights of Columbus Asset Advisors
Connecticut
$303K +$60.8K +2,023 +26%
OC
372
Oppenheimer & Co
New York
$302K -$1.9M -63,322 -87%
DADC
373
D.A. Davidson & Co
Montana
$301K +$601 +20 +0.2%
CWM
374
Calamos Wealth Management
Illinois
$300K
CC
375
Centiva Capital
New York
$299K -$134K -4,469 -32%