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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
426
Farther Finance Advisors
California
$1.2K – – –
GFWA
427
Grey Fox Wealth Advisors
Delaware
$1K – – –
AW
428
Avion Wealth
Texas
$1K +$1.36K +65 New
FSWA
429
Financial Synergies Wealth Advisors
Texas
$982 – – –
CWC
430
Carolinas Wealth Consulting
North Carolina
$982 +$960 +46 New
BWL
431
Bogart Wealth LLC
Virginia
$534 +$522 +25 New
BTCPP
432
Border to Coast Pensions Partnership
United Kingdom
– -$33.2M -1,786,240 Closed
Balyasny Asset Management
433
Balyasny Asset Management
Illinois
– -$21.6M -1,158,986 Closed
Calamos Advisors
434
Calamos Advisors
Illinois
– -$7.72M -413,690 Closed
Optiver Holding
435
Optiver Holding
Netherlands
– -$7.84M -375,648 Closed
PCM
436
Portolan Capital Management
Massachusetts
– -$4.91M -262,997 Closed
Legal & General Group
437
Legal & General Group
United Kingdom
– -$3.13M -168,310 Closed
MLICM
438
Metropolitan Life Insurance Company (MetLife)
New York
– -$2.7M -144,955 Closed
E
439
Ergoteles
New York
– -$1.5M -126,624 Closed
GQG Partners
440
GQG Partners
Florida
– -$1.53M -82,290 Closed
MIP
441
Marietta Investment Partners
Wisconsin
– -$1.37M -73,584 Closed
CCIA
442
Campbell & Co Investment Adviser
Maryland
– -$917K -49,264 Closed
KAS
443
Kestra Advisory Services
Texas
– -$612K -32,799 Closed
CD
444
Chapin Davis
Maryland
– -$373K -20,000 Closed
MM
445
MQS Management
New York
– -$347K -18,594 Closed
HC
446
Henshaw Capital
Massachusetts
– -$286K -15,299 Closed
TL
447
Tradewinds LLC
North Carolina
– -$538K -12,496 Closed
CFO
448
CVA Family Office
Colorado
– -$224K -12,000 Closed
KI
449
Kula Investments
Illinois
– -$222K -11,894 Closed
BTWM
450
Baker Tilly Wealth Management
Wisconsin
– -$198K -10,619 Closed