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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
HAG
426
HighPoint Advisor Group
Illinois
$227K -$6.4K -192 -3%
MFG
427
Merit Financial Group
Georgia
$227K +$247K +7,403 New
Empower Advisory Group
428
Empower Advisory Group
Colorado
$224K +$15.2K +456 +7%
SS
429
SBI Securities
Japan
$223K +$7.97K +239 +3%
PNC
430
Park National Corp
Ohio
$222K -$14.5K -435 -6%
CH
431
Cromwell Holdings
Wyoming
$222K – – –
BPA
432
Beacon Pointe Advisors
California
$222K +$7.74K +232 +3%
BMWM
433
Brown Miller Wealth Management
Virginia
$219K -$59.4K -1,782 -20%
PCIA
434
Prime Capital Investment Advisors
Kansas
$217K +$237K +7,100 New
CIA
435
Choate Investment Advisors
Massachusetts
$216K +$236K +7,077 New
RWB
436
RMR Wealth Builders
New Jersey
$214K – – –
KeyBank National Association
437
KeyBank National Association
Ohio
$213K -$16.1K -484 -6%
GCM
438
Genus Capital Management
British Columbia, Canada
$212K +$231K +6,930 New
FCCM
439
First City Capital Management
Georgia
$211K -$9.37K -281 -4%
Carson Wealth (CWM LLC)
440
Carson Wealth (CWM LLC)
Nebraska
$210K -$14.5K -434 -6%
CFB
441
Cullen/Frost Bankers
Texas
$208K -$69.3K -2,077 -23%
AP
442
Adero Partners
California
$207K -$867 -26 -0.4%
LCM
443
Logan Capital Management
Pennsylvania
$204K -$2.76M -82,839 -93%
DC
444
Diametric Capital
Massachusetts
$203K +$221K +6,638 New
CPBTD
445
Central Pacific Bank - Trust Division
Hawaii
$202K -$33.4K -1,000 -13%
AWM
446
Avior Wealth Management
Nebraska
$202K -$11.6K -348 -5%
MPWT
447
MassMutual Private Wealth & Trust
Connecticut
$191K +$33.7K +1,010 +19%
GWS
448
Greykasell Wealth Strategies
California
$185K +$202K +6,044 New
GEA
449
Glen Eagle Advisors
New Jersey
$174K -$9.37K -281 -5%
CVM
450
Cheviot Value Management
California
$172K +$186K +5,578 New