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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
426
Chesapeake Asset Management
New York
$153K
GM
427
GeoWealth Management
Illinois
$153K -$34.9K -1,160 -19%
FP
428
Financial Perspectives
Minnesota
$151K
MPWT
429
MassMutual Private Wealth & Trust
Connecticut
$131K +$5.23K +174 +4%
AAP
430
Arax Advisory Partners
Colorado
$131K -$902 -30 -0.7%
BGAI
431
Bruce G. Allen Investments
Colorado
$123K +$19.6K +652 +20%
RIL
432
Rothschild Investment LLC
Illinois
$116K +$7.03K +234 +7%
UB
433
UMB Bank
Missouri
$108K -$36K -1,198 -25%
TFIPS
434
Towarzystwo Funduszy Inwestycyjnych PZU SA
$107K
SAM
435
Smartleaf Asset Management
Massachusetts
$106K +$63.7K +2,119 +165%
MHR
436
Matthew Hamilton Rosenberg
$81.1K +$10.7K +355 +16%
CFD
437
Creative Financial Designs
Indiana
$81K
HNB
438
Hilltop National Bank
Wyoming
$79.5K
SSB
439
Sandy Spring Bank
Maryland
$79.3K +$77.1K +2,564 New
HI
440
Harbour Investments
Wisconsin
$78.2K
Mirae Asset Global ETFs Holdings
441
Mirae Asset Global ETFs Holdings
Hong Kong
$72.5K +$70.5K +2,347 New
FWA
442
FSC Wealth Advisors
New York
$71.5K +$69.5K +2,313 New
CIBC Private Wealth Group
443
CIBC Private Wealth Group
Georgia
$66.2K -$1.38K -46 -2%
SPIA
444
Steward Partners Investment Advisory
New York
$65K -$37.3K -1,242 -37%
GRP
445
Global Retirement Partners
California
$64.7K -$39.5K -1,315 -39%
WT
446
Washington Trust
Rhode Island
$60.3K
IWP
447
IAG Wealth Partners
Wisconsin
$59.2K +$57.5K +1,915 New
HNB
448
Huntington National Bank
Ohio
$57.9K -$17.3K -574 -23%
CFGS
449
Concourse Financial Group Securities
Alabama
$57.3K -$4.24K -141 -7%
AWM
450
Activest Wealth Management
Florida
$56.1K