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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
526
Financial Engines Advisors
California
$254K +$234K +5,132 New
ASN
527
Advisory Services Network
Georgia
$254K -$11.1K -243 -5%
BNP Paribas Financial Markets
528
BNP Paribas Financial Markets
France
$252K -$11.7M -257,101 -98%
CM
529
Capula Management
Cayman Islands
$249K +$229K +5,032 New
SSC
530
Syverson Strege & Co
Iowa
$249K -$14.9K -328 -6%
TFA
531
Tranquilli Financial Advisor
New Jersey
$248K +$228K +5,008 New
IA
532
Inspire Advisors
Idaho
$248K +$228K +5,003 New
MWA
533
Madson Wealth Advisors
California
$248K +$228K +5,000 New
SFC
534
SYM Financial Corp
Indiana
$247K +$227K +4,982 New
OFS
535
OneAscent Financial Services
Alabama
$247K -$39.1K -859 -15%
SFS
536
Sowell Financial Services
Arkansas
$246K +$226K +4,965 New
FP
537
Financial Perspectives
Minnesota
$243K – – –
CIA
538
Capital Investment Advisors
Georgia
$242K +$222K +4,879 New
SI
539
Seeds Investor
New York
$242K +$222K +4,875 New
CVM
540
Cheviot Value Management
California
$241K -$11.4K -250 -5%
HIP
541
HUB Investment Partners
Texas
$241K +$221K +4,863 New
CIA
542
Choate Investment Advisors
Massachusetts
$241K +$221K +4,854 New
DAS
543
Dynamic Advisor Solutions
Arizona
$239K +$220K +4,830 New
Macquarie Group
544
Macquarie Group
Australia
$239K +$220K +4,823 New
GC
545
Granville Capital
North Carolina
$238K +$219K +4,803 New
IBOK
546
Independence Bank of Kentucky
Kentucky
$236K – – –
GWM
547
GDS Wealth Management
Texas
$235K +$216K +4,741 New
SHFG
548
S Harris Financial Group
Texas
$233K +$214K +4,700 New
CRC
549
Curi RMB Capital
Illinois
$232K +$213K +4,679 New
CF
550
Convergence Financial
Missouri
$231K +$212K +4,660 New