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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
351
Smartleaf Asset Management
Massachusetts
$393K +$93.2K +2,796 +29%
MWM
352
Mission Wealth Management
California
$385K -$9.67K -290 -2%
DWM
353
Dakota Wealth Management
Florida
$384K -$22.9K -687 -5%
PWM
354
Perigon Wealth Management
California
$383K +$20.1K +602 +5%
LFA
355
Legacy Financial Advisors
Kentucky
$383K +$62.6K +1,877 +18%
FNBOH
356
First National Bank of Hutchinson
Kansas
$379K +$12.2K +367 +3%
SIG
357
Stonegate Investment Group
Alabama
$378K -$104K -3,108 -20%
LG
358
Leuthold Group
Minnesota
$377K -$14K -419 -3%
A
359
Allianz
Germany
$374K +$12.7K +380 +3%
LC
360
Lindbrook Capital
California
$370K +$27.4K +822 +7%
SSG
361
Summit Securities Group
New York
$365K +$397K +11,901 New
SW
362
SVB Wealth
Massachusetts
$362K -$83.1K -2,491 -17%
SF
363
Synovus Financial
Georgia
$358K +$18.1K +543 +5%
MEAC
364
M.E. Allison & Co
Texas
$357K
MFIM
365
Mesirow Financial Investment Management
Illinois
$353K -$291K -8,738 -43%
FIM
366
Freedom Investment Management
Connecticut
$350K -$50.1K -1,502 -12%
ATIA
367
American Trust Investment Advisors
New Hampshire
$346K -$1.5K -45 -0.4%
DOA
368
D'Orazio & Associates
Virginia
$342K -$767 -23 -0.2%
IRC
369
Investors Research Corp
Georgia
$341K
MHIP
370
Mountain Hill Investment Partners
New Jersey
$337K
PWPS
371
Pinnacle Wealth Planning Services
Ohio
$336K +$46K +1,380 +14%
Parallax Volatility Advisers
372
Parallax Volatility Advisers
California
$335K +$251K +7,515 +219%
WSFS
373
Wilmington Savings Fund Society
Delaware
$335K -$23K -689 -6%
SMA
374
Sage Mountain Advisors
Georgia
$334K -$834 -25 -0.2%
SI
375
Stephens Inc
Arkansas
$334K +$15.3K +458 +4%