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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
MOS
376
MGO One Seven
Ohio
$281K +$4.16K +158 +2%
Thrivent Financial for Lutherans
377
Thrivent Financial for Lutherans
Minnesota
$281K +$239K +9,084 New
CB
378
Commerce Bank
Missouri
$281K -$631 -24 -0.3%
AWM
379
Aprio Wealth Management
Georgia
$280K +$5.02K +191 +2%
Victory Capital Management
380
Victory Capital Management
Texas
$275K -$673K -25,599 -74%
FOA
381
Five Oceans Advisors
California
$271K
CAM
382
Cozad Asset Management
Illinois
$269K
GC
383
Guggenheim Capital
Illinois
$267K +$227K +8,627 New
GLA
384
Great Lakes Advisors
Illinois
$265K -$94.8K -3,603 -30%
EWA
385
EverSource Wealth Advisors
Alabama
$258K +$11K +419 +5%
BL
386
Balentine LLC
Georgia
$251K -$368 -14 -0.2%
FT
387
Fiduciary Trust
Massachusetts
$249K +$212K +8,074 New
HH
388
Hilltop Holdings
Texas
$248K +$210K +7,998 New
FCCM
389
First City Capital Management
Georgia
$248K +$211K +8,029 New
OFS
390
OneAscent Financial Services
Alabama
$247K +$211K +8,005 New
BTI
391
Blue Trust Inc
Georgia
$246K +$63K +2,395 +32%
BPA
392
Beacon Pointe Advisors
California
$241K -$41.1K -1,563 -17%
AO
393
Advisor OS
Illinois
$238K +$203K +7,703 New
CM
394
Caption Management
Oklahoma
$238K +$203K +7,700 New
SC
395
Sapient Capital
Indiana
$235K +$200K +7,613 New
GM
396
GeoWealth Management
Illinois
$229K +$194K +7,393 New
1WM
397
1900 Wealth Management
Texas
$225K +$191K +7,268 New
William Blair & Company
398
William Blair & Company
Illinois
$222K -$65.9K -2,504 -26%
WPC
399
Wedmont Private Capital
Pennsylvania
$221K +$192K +7,295 New
CWP
400
Cyndeo Wealth Partners
Florida
$221K -$32.6K -1,239 -15%