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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
WF
476
Welch & Forbes
Massachusetts
$205K +$194K +5,008 New
DC
477
Diametric Capital
Massachusetts
$205K +$194K +4,989 New
RIL
478
Rothschild Investment LLC
Illinois
$203K +$60.1K +1,548 +45%
KPWS
479
Kestra Private Wealth Services
Texas
$203K +$192K +4,951 New
EW
480
Evoke Wealth
California
$201K +$190K +4,895 New
FP
481
Financial Perspectives
Minnesota
$201K – – –
BT
482
Banque Transatlantique
France
$198K +$188K +4,847 New
IBOK
483
Independence Bank of Kentucky
Kentucky
$188K – – –
HNB
484
Hilltop National Bank
Wyoming
$175K +$28.9K +745 +21%
ASN
485
Advisory Services Network
Georgia
$175K +$166K +4,266 New
TFIPS
486
Towarzystwo Funduszy Inwestycyjnych PZU SA
$174K -$31.1K -800 -16%
Mirae Asset Global ETFs Holdings
487
Mirae Asset Global ETFs Holdings
Hong Kong
$165K -$39.1K -1,006 -20%
UB
488
UMB Bank
Missouri
$160K +$12.6K +324 +9%
A
489
Allianz
Germany
$139K -$5.9K -152 -4%
IA
490
IFP Advisors
Florida
$133K -$75.8K -1,951 -38%
GSWM
491
Golden State Wealth Management
California
$131K – – –
CFD
492
Creative Financial Designs
Indiana
$118K +$2.64K +68 +2%
MHR
493
Matthew Hamilton Rosenberg
$113K – – –
CCM
494
Cloud Capital Management
Washington
$110K +$104K +2,690 New
BGAI
495
Bruce G. Allen Investments
Colorado
$109K -$311 -8 -0.3%
AUB
496
Atlantic Union Bankshares
Virginia
$105K – – –
HI
497
Harbour Investments
Wisconsin
$103K +$16K +413 +20%
Fifth Third Bancorp
498
Fifth Third Bancorp
Ohio
$98.5K +$49.4K +1,272 +112%
WIM
499
Westside Investment Management
California
$84.7K +$37.2K +958 +84%
VEA
500
Virtus ETF Advisers
New York
$81.9K +$97.9K +2,520 New