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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
RAM
401
Readystate Asset Management
Illinois
$222K +$223K +7,511 New
FCCM
402
First City Capital Management
Georgia
$222K -$11.1K -375 -5%
OFS
403
OneAscent Financial Services
Alabama
$221K -$33.4K -1,124 -13%
TW
404
Traveka Wealth
California
$221K +$12.9K +435 +6%
LIP
405
Lighthouse Investment Partners
Florida
$220K +$221K +7,440 New
1WA
406
180 Wealth Advisors
Washington
$218K -$42.3K -1,424 -17%
William Blair & Company
407
William Blair & Company
Illinois
$218K +$5.23K +176 +2%
OIA
408
OneDigital Investment Advisors
Kansas
$216K +$218K +7,323 New
WCA
409
Westover Capital Advisors
Delaware
$216K +$217K +7,300 New
CH
410
Cromwell Holdings
Wyoming
$214K +$215K +7,242 New
SIG
411
Senator Investment Group
New York
$213K -$15M -505,000 -99%
AIA
412
Angeles Investment Advisors
California
$212K +$213K +7,175 New
SMA
413
Seven Mile Advisory
New Jersey
$211K -$3.36K -113 -2%
PSP
414
Principal Street Partners
Tennessee
$211K
BCIM
415
British Columbia Investment Management
British Columbia, Canada
$210K -$21.9K -736 -9%
MOS
416
MGO One Seven
Ohio
$210K -$39.9K -1,341 -16%
AWM
417
Avior Wealth Management
Nebraska
$207K -$59.1K -1,989 -22%
RWB
418
RMR Wealth Builders
New Jersey
$206K
CWP
419
Cyndeo Wealth Partners
Florida
$204K +$30 +1 +0%
CFB
420
Cullen/Frost Bankers
Texas
$204K -$77.1K -2,595 -27%
Empower Advisory Group
421
Empower Advisory Group
Colorado
$202K
CT
422
Chicago Trust
Illinois
$201K +$202K +6,797 New
IA
423
IFP Advisors
Florida
$195K +$3.12K +105 +2%
Point72 Asset Management
424
Point72 Asset Management
Connecticut
$189K +$190K +6,400 New
GM
425
GeoWealth Management
Illinois
$180K -$5.26K -177 -3%