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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
QOP
351
Quinn Opportunity Partners
Virginia
$517K
NO
352
Ninety One
South Africa
$511K +$486K +12,516 New
SIM
353
Studio Investment Management
Illinois
$507K -$29.7K -766 -6%
SWM
354
Spire Wealth Management
Virginia
$506K -$42.1K -1,085 -8%
LG
355
Leuthold Group
Minnesota
$505K
PWPS
356
Pinnacle Wealth Planning Services
Ohio
$505K -$8.04K -207 -2%
CIBC Private Wealth Group
357
CIBC Private Wealth Group
Georgia
$497K +$370K +9,528 +366%
Walleye Capital
358
Walleye Capital
New York
$493K +$216K +5,552 +86%
EWA
359
EverSource Wealth Advisors
Alabama
$491K +$32.4K +835 +7%
SWM
360
Seed Wealth Management
Illinois
$490K -$11.7K -300 -2%
MWM
361
Mission Wealth Management
California
$486K -$777 -20 -0.2%
CIS
362
Custom Index Systems
New York
$480K
FA
363
FDx Advisors
Illinois
$472K -$33.2K -856 -7%
AWM
364
Aprio Wealth Management
Georgia
$467K +$77.8K +2,003 +21%
ATIA
365
American Trust Investment Advisors
New Hampshire
$463K
CIA
366
Concurrent Investment Advisors
Florida
$458K +$40K +1,030 +10%
SC
367
Savant Capital
Illinois
$457K +$196K +5,034 +82%
MFIM
368
Mesirow Financial Investment Management
Illinois
$457K +$67.6K +1,741 +19%
SPIA
369
Steward Partners Investment Advisory
New York
$457K +$25.2K +648 +6%
KOCAA
370
Knights of Columbus Asset Advisors
Connecticut
$456K +$68.9K +1,775 +19%
BF
371
Brucke Financial
Indiana
$456K -$271K -6,989 -37%
DWM
372
Drive Wealth Management
Utah
$455K +$17.4K +449 +4%
CWM
373
Calamos Wealth Management
Illinois
$453K +$52.7K +1,357 +14%
MHIP
374
Mountain Hill Investment Partners
New Jersey
$451K
VWM
375
Venturi Wealth Management
Texas
$450K +$40.3K +1,037 +10%