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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
351
Legacy Financial Advisors
Kentucky
$431K +$7.21K +233 +2%
CAM
352
Cresset Asset Management
Illinois
$430K -$218K -7,059 -36%
SIG
353
Stonegate Investment Group
Alabama
$428K +$9.62K +311 +3%
QOP
354
Quinn Opportunity Partners
Virginia
$427K +$390K +12,617 New
DWM
355
Dakota Wealth Management
Florida
$425K +$1.3K +42 +0.3%
PWPS
356
Pinnacle Wealth Planning Services
Ohio
$424K +$48.3K +1,560 +14%
CFG
357
Citizens Financial Group
Rhode Island
$422K +$110K +3,543 +40%
GFP
358
Gryphon Financial Partners
Ohio
$420K +$76.1K +2,458 +25%
SWP
359
Sagespring Wealth Partners
Tennessee
$419K -$141K -4,564 -27%
LG
360
Leuthold Group
Minnesota
$417K
SWM
361
Seed Wealth Management
Illinois
$414K -$27.5K -890 -7%
MWM
362
Mission Wealth Management
California
$402K -$21.9K -709 -6%
FIM
363
Freedom Investment Management
Connecticut
$399K +$11.8K +382 +3%
CIS
364
Custom Index Systems
New York
$396K -$171K -5,528 -32%
MEAC
365
M.E. Allison & Co
Texas
$394K
Mitsubishi UFJ Trust & Banking
366
Mitsubishi UFJ Trust & Banking
Japan
$386K +$356K +11,493 New
BCIM
367
British Columbia Investment Management
British Columbia, Canada
$384K -$51.8K -1,675 -13%
ATIA
368
American Trust Investment Advisors
New Hampshire
$382K
SF
369
Synovus Financial
Georgia
$378K -$15.4K -498 -4%
EWA
370
EverSource Wealth Advisors
Alabama
$377K +$49.3K +1,594 +17%
IRC
371
Investors Research Corp
Georgia
$376K
MHIP
372
Mountain Hill Investment Partners
New Jersey
$372K
SI
373
Stephens Inc
Arkansas
$367K -$774 -25 -0.2%
DOA
374
D'Orazio & Associates
Virginia
$366K -$10.2K -328 -3%
DWM
375
Drive Wealth Management
Utah
$360K -$3.53K -114 -1%