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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
401
Oakmont Investment Advisors
Pennsylvania
$514K +$472K +10,370 New
DOA
402
D'Orazio & Associates
Virginia
$501K -$30.4K -667 -6%
AWA
403
Aaron Wealth Advisors
Illinois
$499K +$51.1K +1,122 +13%
RC
404
Roundview Capital
New Jersey
$497K -$1.82K -40 -0.4%
Lido Advisors
405
Lido Advisors
California
$497K +$13.4K +294 +3%
KWM
406
Kingsview Wealth Management
Oregon
$497K +$49.5K +1,086 +12%
VFM
407
Viking Fund Management
North Dakota
$496K -$319K -7,000 -41%
HCC
408
Hirtle Callaghan & Co
Pennsylvania
$495K +$455K +9,986 New
WFI
409
West Family Investments
California
$476K +$184K +4,048 +73%
EWA
410
EP Wealth Advisors
California
$475K +$140K +3,076 +47%
O
411
Ossiam
France
$474K -$114K -2,511 -21%
AP
412
Anchyra Partners
Georgia
$474K +$21.6K +474 +5%
YIH
413
Y-Intercept (HK)
Hong Kong
$470K -$6.11M -134,096 -93%
CIAM
414
Caitong International Asset Management
Hong Kong
$470K +$432K +9,476 New
CB
415
Commerce Bank
Missouri
$462K -$16.9K -370 -4%
YCM
416
Yousif Capital Management
Michigan
$455K -$1.66M -36,476 -80%
PW
417
PUREfi Wealth
Massachusetts
$455K +$37.1K +814 +10%
XT
418
XTX Topco
Cayman Islands
$455K -$1.66M -36,343 -80%
PS
419
Principal Securities
Iowa
$454K +$85.9K +1,886 +26%
FT
420
Fiduciary Trust
Massachusetts
$447K -$1.09K -24 -0.3%
CCI
421
Credit Capital Investments
New Jersey
$446K -$45.5K -1,000 -10%
MG
422
Mather Group
Illinois
$444K -$9.47K -208 -2%
SCTC
423
Sanibel Captiva Trust Company
Florida
$444K +$35.8K +787 +10%
BCIM
424
British Columbia Investment Management
British Columbia, Canada
$443K -$76K -1,669 -16%
FAL
425
Focused Alpha LLC
Colorado
$441K +$5.42K +119 +1%