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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
551
Crestwood Advisors Group
Massachusetts
$230K +$212K +4,651 New
PI
552
PFG Investments
New York
$230K +$211K +4,637 New
IB
553
Intrust Bank
Kansas
$228K +$210K +4,603 New
PNC
554
Park National Corp
Ohio
$228K -$31.1K -683 -13%
JWCA
555
J.W. Cole Advisors
Florida
$227K +$209K +4,588 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
556
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$226K -$1.25M -27,413 -86%
AT
557
American Trust
Kentucky
$223K +$205K +4,502 New
MPWT
558
MassMutual Private Wealth & Trust
Connecticut
$223K -$33.2K -728 -14%
WSWA
559
Warren Street Wealth Advisors
California
$220K +$202K +4,440 New
HNB
560
Hilltop National Bank
Wyoming
$220K -$18.8K -413 -9%
SCM
561
Shelton Capital Management
Colorado
$220K +$202K +4,435 New
WHG
562
Westwood Holdings Group
Texas
$219K +$201K +4,412 New
KA
563
Klingman & Associates
New York
$218K +$200K +4,393 New
JWM
564
JGP Wealth Management
Oregon
$217K +$199K +4,376 New
SP
565
Stonebrook Private
Michigan
$214K +$196K +4,314 New
MGIA
566
Moneta Group Investment Advisors
Missouri
$214K +$196K +4,313 New
VCA
567
Verdence Capital Advisors
Maryland
$212K +$195K +4,271 New
FFG
568
Fiduciary Financial Group
California
$211K +$194K +4,252 New
SWM
569
Stronghold Wealth Management
Florida
$207K +$191K +4,183 New
PFA
570
Pure Financial Advisors
California
$206K +$189K +4,159 New
WS
571
Wedbush Securities
California
$202K +$185K +4,072 New
CDWM
572
Campbell Deegan Wealth Management
Virginia
$201K +$185K +4,064 New
SS
573
STG Securities
New York
$201K +$185K +4,056 New
AAG
574
Asset Advisory Group
New Jersey
$200K +$184K +4,045 New
MHR
575
Matthew Hamilton Rosenberg
$198K +$60.8K +1,334 +50%