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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
426
Merit Financial Group
Georgia
$227K +$247K +7,403 New
Empower Advisory Group
427
Empower Advisory Group
Colorado
$224K +$15.2K +456 +7%
SS
428
SBI Securities
Japan
$223K +$7.97K +239 +3%
PNC
429
Park National Corp
Ohio
$222K -$14.5K -435 -6%
CH
430
Cromwell Holdings
Wyoming
$222K
BPA
431
Beacon Pointe Advisors
California
$222K +$7.74K +232 +3%
BMWM
432
Brown Miller Wealth Management
Virginia
$219K -$59.4K -1,782 -20%
PCIA
433
Prime Capital Investment Advisors
Kansas
$217K +$237K +7,100 New
CIA
434
Choate Investment Advisors
Massachusetts
$216K +$236K +7,077 New
RWB
435
RMR Wealth Builders
New Jersey
$214K
KeyBank National Association
436
KeyBank National Association
Ohio
$213K -$16.1K -484 -6%
GCM
437
Genus Capital Management
British Columbia, Canada
$212K +$231K +6,930 New
FCCM
438
First City Capital Management
Georgia
$211K -$9.37K -281 -4%
Carson Wealth (CWM LLC)
439
Carson Wealth (CWM LLC)
Nebraska
$210K -$14.5K -434 -6%
CFB
440
Cullen/Frost Bankers
Texas
$208K -$69.3K -2,077 -23%
AP
441
Adero Partners
California
$207K -$867 -26 -0.4%
LCM
442
Logan Capital Management
Pennsylvania
$204K -$2.76M -82,839 -93%
DC
443
Diametric Capital
Massachusetts
$203K +$221K +6,638 New
CPBTD
444
Central Pacific Bank - Trust Division
Hawaii
$202K -$33.4K -1,000 -13%
AWM
445
Avior Wealth Management
Nebraska
$202K -$11.6K -348 -5%
MPWT
446
MassMutual Private Wealth & Trust
Connecticut
$191K +$33.7K +1,010 +19%
GWS
447
Greykasell Wealth Strategies
California
$185K +$202K +6,044 New
GEA
448
Glen Eagle Advisors
New Jersey
$174K -$9.37K -281 -5%
CVM
449
Cheviot Value Management
California
$172K +$186K +5,578 New
IA
450
IFP Advisors
Florida
$168K +$8.37K +251 +5%