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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
376
Sage Mountain Advisors
Georgia
$358K -$9.87K -319 -3%
SPIA
377
Steward Partners Investment Advisory
New York
$355K +$201K +6,496 +163%
CIA
378
Concurrent Investment Advisors
Florida
$343K +$30.5K +985 +11%
ICP
379
Impact Capital Partners
Colorado
$338K +$12.2K +394 +4%
OL
380
Optas LLC
Texas
$336K -$113K -3,658 -27%
VWM
381
Venturi Wealth Management
Texas
$336K +$57.5K +1,859 +23%
CP
382
Covenant Partners
Tennessee
$335K
DADC
383
D.A. Davidson & Co
Montana
$335K +$2.54K +82 +0.8%
WPC
384
Wedmont Private Capital
Pennsylvania
$331K +$4.52K +146 +2%
CWM
385
Calamos Wealth Management
Illinois
$328K +$31 +1 +0%
AWA
386
Arkadios Wealth Advisors
Georgia
$324K -$11.1K -360 -4%
KP
387
Keel Point
Alabama
$321K +$10.7K +346 +4%
HWM
388
HB Wealth Management
Georgia
$319K -$114K -3,694 -28%
MFIM
389
Mesirow Financial Investment Management
Illinois
$318K -$66.1K -2,135 -19%
AWM
390
Aprio Wealth Management
Georgia
$317K -$115K -3,710 -28%
KOCAA
391
Knights of Columbus Asset Advisors
Connecticut
$316K
DC
392
Davenport & Co
Virginia
$313K -$155K -5,011 -35%
William Blair & Company
393
William Blair & Company
Illinois
$306K -$12.2K -394 -4%
DAS
394
Diversify Advisory Services
Utah
$298K -$188K -6,077 -45%
Lido Advisors
395
Lido Advisors
California
$298K -$6.81K -220 -2%
HH
396
Hilltop Holdings
Texas
$298K -$40K -1,294 -13%
JSW
397
Journey Strategic Wealth
New Jersey
$297K -$10.2K -328 -4%
SA
398
Shilanski & Associates
Alaska
$297K -$3.34K -108 -1%
CWAG
399
Compton Wealth Advisory Group
Virginia
$297K
SB
400
Simmons Bank
Arkansas
$297K -$235K -7,606 -46%