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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
351
Caprock Group
Idaho
$362K +$40K +1,261 +12%
MEAC
352
M.E. Allison & Co
Texas
$354K +$370K +11,660 New
WSFS
353
Wilmington Savings Fund Society
Delaware
$352K -$6.02K -190 -2%
OBAM
354
ODDO BHF Asset Management
France
$351K – – –
AWM
355
Aprio Wealth Management
Georgia
$345K +$56.6K +1,785 +19%
ATIA
356
American Trust Investment Advisors
New Hampshire
$344K – – –
SWA
357
Sax Wealth Advisors
New Jersey
$341K -$50.1K -1,582 -12%
LC
358
Lindbrook Capital
California
$341K +$10.9K +345 +3%
DOA
359
D'Orazio & Associates
Virginia
$339K -$254 -8 -0.1%
SF
360
Synovus Financial
Georgia
$338K -$3.04K -96 -0.9%
IRC
361
Investors Research Corp
Georgia
$337K – – –
DWM
362
Drive Wealth Management
Utah
$335K -$4.06K -128 -1%
MHIP
363
Mountain Hill Investment Partners
New Jersey
$334K +$349K +11,000 New
SMA
364
Sage Mountain Advisors
Georgia
$332K -$983 -31 -0.3%
SFS
365
Sowell Financial Services
Arkansas
$325K -$24.4K -770 -7%
LFA
366
Legacy Financial Advisors
Kentucky
$322K +$337K +10,619 New
AG
367
Ascent Group
Virginia
$322K +$3.33K +105 +1%
BCM
368
Barometer Capital Management
Ontario, Canada
$322K – – –
HH
369
Hilltop Holdings
Texas
$317K -$1.01K -32 -0.3%
SI
370
Stephens Inc
Arkansas
$316K – – –
BPCE
371
Bank Pictet & Cie (Europe)
Germany
$312K – – –
SRL
372
Scientech Research LLC
New Jersey
$312K +$326K +10,288 New
CA
373
Claro Advisors
Massachusetts
$308K -$17.1K -540 -5%
WT
374
Whittier Trust
California
$308K – – –
CP
375
Covenant Partners
Tennessee
$300K – – –
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