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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
GEA
426
Glen Eagle Advisors
New Jersey
$176K +$6.24K +210 +4%
SOW
427
State of Wyoming
Wyoming
$173K +$174K +5,847 New
HCP
428
Hexagon Capital Partners
Arkansas
$158K +$34.7K +1,168 +28%
PS
429
Principal Securities
Iowa
$157K -$42.9K -1,444 -21%
AF
430
Allworth Financial
California
$150K +$12.6K +425 +9%
CAM
431
Chesapeake Asset Management
New York
$146K -$126K -4,250 -46%
FP
432
Financial Perspectives
Minnesota
$145K
UB
433
UMB Bank
Missouri
$139K +$7.82K +263 +6%
AAP
434
Arax Advisory Partners
Colorado
$126K -$3.57K -120 -3%
VWM
435
Venturi Wealth Management
Texas
$121K +$122K +4,096 New
MPWT
436
MassMutual Private Wealth & Trust
Connecticut
$120K +$19.3K +650 +19%
RIL
437
Rothschild Investment LLC
Illinois
$104K +$28.3K +953 +37%
TFIPS
438
Towarzystwo Funduszy Inwestycyjnych PZU SA
$101K +$24.1K +812 +31%
GRP
439
Global Retirement Partners
California
$101K +$44.1K +1,483 +77%
SPIA
440
Steward Partners Investment Advisory
New York
$98.8K -$19.6K -659 -16%
BGAI
441
Bruce G. Allen Investments
Colorado
$98.8K -$21.5K -722 -18%
SWS
442
SYSTM Wealth Solutions
Illinois
$94.7K -$281K -9,459 -75%
EL
443
EMFO LLC
Florida
$88.7K
Jones Financial Companies
444
Jones Financial Companies
Missouri
$82.8K +$56.1K +1,888 +207%
CFD
445
Creative Financial Designs
Indiana
$77.4K +$178 +6 +0.2%
HNB
446
Hilltop National Bank
Wyoming
$76K +$76.5K +2,573 New
HI
447
Harbour Investments
Wisconsin
$74.8K +$6.06K +204 +9%
HNB
448
Huntington National Bank
Ohio
$72.3K -$8.86K -298 -11%
MHR
449
Matthew Hamilton Rosenberg
$67.9K -$10.6K -355 -14%
CIBC Private Wealth Group
450
CIBC Private Wealth Group
Georgia
$66.5K +$4.4K +148 +7%