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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
WPC
401
Wedmont Private Capital
Pennsylvania
$232K +$6.82K +231 +3%
CPBTD
402
Central Pacific Bank - Trust Division
Hawaii
$232K +$225K +7,600 New
EWA
403
EverSource Wealth Advisors
Alabama
$230K +$5.61K +190 +2%
SMA
404
Sage Mountain Advisors
Georgia
$225K +$8.45K +286 +4%
ONB
405
Old National Bancorp
Indiana
$225K -$69.7K -2,359 -24%
SMA
406
Seven Mile Advisory
New Jersey
$223K +$5.32K +180 +3%
William Blair & Company
407
William Blair & Company
Illinois
$221K +$266 +9 +0.1%
Carson Wealth (CWM LLC)
408
Carson Wealth (CWM LLC)
Nebraska
$217K +$33.1K +1,121 +19%
TW
409
Traveka Wealth
California
$216K +$9.9K +335 +5%
RWB
410
RMR Wealth Builders
New Jersey
$214K
PSP
411
Principal Street Partners
Tennessee
$212K +$211K +7,131 New
AC
412
AXQ Capital
New Jersey
$212K -$230K -7,800 -53%
CWP
413
Cyndeo Wealth Partners
Florida
$212K -$7.68K -260 -4%
Empower Advisory Group
414
Empower Advisory Group
Colorado
$210K +$3.4K +115 +2%
PS
415
Principal Securities
Iowa
$208K -$89.6K -3,034 -31%
PWPS
416
Pinnacle Wealth Planning Services
Ohio
$206K -$144K -4,866 -42%
CSS
417
Cubist Systematic Strategies
Connecticut
$203K -$1.63M -55,131 -89%
GGA
418
Granite Group Advisors
Connecticut
$201K
IA
419
IFP Advisors
Florida
$199K -$19.4K -657 -9%
GM
420
GeoWealth Management
Illinois
$193K -$32.9K -1,115 -15%
GEA
421
Glen Eagle Advisors
New Jersey
$177K
WT
422
Whittier Trust
California
$154K
FP
423
Financial Perspectives
Minnesota
$150K +$23.6K +800 +20%
KOCAA
424
Knights of Columbus Asset Advisors
Connecticut
$144K -$9.45K -320 -6%
AF
425
Allworth Financial
California
$138K -$532 -18 -0.4%