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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
GC
376
Guggenheim Capital
Illinois
$331K +$360K +10,809 New
DWM
377
Drive Wealth Management
Utah
$330K -$9.04K -271 -2%
CA
378
Claro Advisors
Massachusetts
$329K +$18.6K +559 +5%
HH
379
Hilltop Holdings
Texas
$307K -$10.2K -306 -3%
GFP
380
Gryphon Financial Partners
Ohio
$305K +$103K +3,084 +45%
AWA
381
Arkadios Wealth Advisors
Georgia
$304K +$331K +9,936 New
CP
382
Covenant Partners
Tennessee
$303K
DADC
383
D.A. Davidson & Co
Montana
$301K
CWM
384
Calamos Wealth Management
Illinois
$297K
BNP Paribas Financial Markets
385
BNP Paribas Financial Markets
France
$295K +$7.7K +231 +2%
ICP
386
Impact Capital Partners
Colorado
$294K +$2.07K +62 +0.7%
EWA
387
EverSource Wealth Advisors
Alabama
$293K -$185K -5,560 -37%
WFI
388
West Family Investments
California
$292K -$130K -3,907 -29%
William Blair & Company
389
William Blair & Company
Illinois
$289K +$48.9K +1,465 +18%
KOCAA
390
Knights of Columbus Asset Advisors
Connecticut
$286K -$15.1K -452 -5%
FOA
391
Five Oceans Advisors
California
$285K
CIA
392
Concurrent Investment Advisors
Florida
$280K +$305K +9,149 New
KP
393
Keel Point
Alabama
$279K -$2.83K -85 -0.9%
JSW
394
Journey Strategic Wealth
New Jersey
$279K +$304K +9,122 New
Lido Advisors
395
Lido Advisors
California
$277K +$302K +9,043 New
CFG
396
Citizens Financial Group
Rhode Island
$274K +$298K +8,936 New
ZF
397
Zhang Financial
Michigan
$273K -$1.04M -31,284 -78%
SA
398
Shilanski & Associates
Alaska
$273K -$25.8K -774 -8%
BPCE
399
Bank Pictet & Cie (Europe)
Germany
$272K -$42K -1,260 -12%
CWAG
400
Compton Wealth Advisory Group
Virginia
$269K -$461K -13,811 -61%