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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
RWB
426
RMR Wealth Builders
New Jersey
$236K
STA
427
Summit Trail Advisors
New York
$234K -$15.8K -512 -7%
SSC
428
Syverson Strege & Co
Iowa
$233K +$213K +6,891 New
SS
429
SBI Securities
Japan
$232K -$13.2K -428 -6%
AF
430
Allworth Financial
California
$231K -$40.4K -1,307 -16%
WFI
431
West Family Investments
California
$230K -$84.3K -2,724 -29%
TW
432
Traveka Wealth
California
$229K -$56.6K -1,829 -21%
LCM
433
Logan Capital Management
Pennsylvania
$225K
GCM
434
Genus Capital Management
British Columbia, Canada
$224K -$9.59K -310 -4%
AWM
435
Avior Wealth Management
Nebraska
$224K +$464 +15 +0.2%
OC
436
Oppenheimer & Co
New York
$223K -$58.2K -1,881 -22%
Carson Wealth (CWM LLC)
437
Carson Wealth (CWM LLC)
Nebraska
$222K -$9.47K -306 -4%
CB
438
Commerce Bank
Missouri
$222K -$50.7K -1,639 -20%
SW
439
SVB Wealth
Massachusetts
$221K -$163K -5,276 -45%
FFS
440
Fortress Financial Solutions
Arizona
$221K +$202K +6,528 New
CVM
441
Cheviot Value Management
California
$221K
SMA
442
Seven Mile Advisory
New Jersey
$220K -$35.4K -1,143 -15%
FCCM
443
First City Capital Management
Georgia
$220K -$11.9K -384 -6%
Walleye Capital
444
Walleye Capital
New York
$219K -$4M -129,378 -95%
TPI
445
Trust Point Inc
Wisconsin
$218K +$199K +6,437 New
GGA
446
Granite Group Advisors
Connecticut
$218K +$199K +6,437 New
WANY
447
Wealthspire Advisors (New York)
New York
$211K +$193K +6,232 New
JCM
448
Janney Capital Management
Pennsylvania
$209K -$13.4M -432,337 -99%
S
449
Sunpointe
Missouri
$208K +$191K +6,164 New
SC
450
Savant Capital
Illinois
$207K +$189K +6,123 New