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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
S
451
Storgate
Texas
$322K +$353K +8,254 New
PWM
452
Perigon Wealth Management
California
$322K +$29.9K +699 +9%
SCTC
453
Sanibel Captiva Trust Company
Florida
$319K
WIA
454
World Investment Advisors
California
$318K -$9.93K -232 -3%
CAS
455
CTC Alternative Strategies
Illinois
$315K +$351K +8,208 New
IRC
456
Investors Research Corp
Georgia
$314K
KAS
457
Kestra Advisory Services
Texas
$308K -$166K -3,873 -33%
EW
458
Evoke Wealth
California
$305K +$40.4K +943 +14%
Envestnet Portfolio Solutions
459
Envestnet Portfolio Solutions
Illinois
$303K -$419K -9,786 -56%
PSP
460
Principal Street Partners
Tennessee
$301K
EPW
461
Evolve Private Wealth
California
$299K -$20.8K -485 -6%
TW
462
Traveka Wealth
California
$293K -$3.34K -78 -1%
MFS
463
Mattson Financial Services
Michigan
$289K +$317K +7,404 New
GA
464
Greenspring Advisors
Maryland
$286K +$35.1K +820 +13%
WCA
465
Westover Capital Advisors
Delaware
$285K
PS
466
Principal Securities
Iowa
$284K -$4.45K -104 -1%
CH
467
Cromwell Holdings
Wyoming
$283K
NRC
468
New Republic Capital
North Carolina
$279K -$174K -4,065 -36%
ZF
469
Zhang Financial
Michigan
$276K -$9.07K -212 -3%
BJL
470
Brighton Jones LLC
Washington
$276K +$302K +7,053 New
NW
471
NewEdge Wealth
Pennsylvania
$274K -$314K -7,332 -51%
CAM
472
Columbia Asset Management
Michigan
$273K +$2.65K +62 +0.9%
BFA
473
Brown Financial Advisors
Ohio
$273K +$299K +6,981 New
BPAMU
474
BTG Pactual Asset Management US
New York
$268K +$298K +6,972 New
Mirae Asset Global ETFs Holdings
475
Mirae Asset Global ETFs Holdings
Hong Kong
$268K +$79.6K +1,859 +36%