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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
551
J.W. Cole Advisors
Florida
$227K +$209K +4,588 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
552
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$226K -$1.25M -27,413 -86%
AT
553
American Trust
Kentucky
$223K +$205K +4,502 New
MPWT
554
MassMutual Private Wealth & Trust
Connecticut
$223K -$33.2K -728 -14%
WSWA
555
Warren Street Wealth Advisors
California
$220K +$202K +4,440 New
HNB
556
Hilltop National Bank
Wyoming
$220K -$18.8K -413 -9%
SCM
557
Shelton Capital Management
Colorado
$220K +$202K +4,435 New
WHG
558
Westwood Holdings Group
Texas
$219K +$201K +4,412 New
KA
559
Klingman & Associates
New York
$218K +$200K +4,393 New
JWM
560
JGP Wealth Management
Oregon
$217K +$199K +4,376 New
SP
561
Stonebrook Private
Michigan
$214K +$196K +4,314 New
MGIA
562
Moneta Group Investment Advisors
Missouri
$214K +$196K +4,313 New
VCA
563
Verdence Capital Advisors
Maryland
$212K +$195K +4,271 New
FFG
564
Fiduciary Financial Group
California
$211K +$194K +4,252 New
SWM
565
Stronghold Wealth Management
Florida
$207K +$191K +4,183 New
PFA
566
Pure Financial Advisors
California
$206K +$189K +4,159 New
WS
567
Wedbush Securities
California
$202K +$185K +4,072 New
CDWM
568
Campbell Deegan Wealth Management
Virginia
$201K +$185K +4,064 New
SS
569
STG Securities
New York
$201K +$185K +4,056 New
AAG
570
Asset Advisory Group
New Jersey
$200K +$184K +4,045 New
MHR
571
Matthew Hamilton Rosenberg
$198K +$60.8K +1,334 +50%
CI
572
Corient IA
Florida
$196K -$361K -7,930 -67%
RIL
573
Rothschild Investment LLC
Illinois
$189K +$2.92K +64 +2%
AAS
574
Ameritas Advisory Services
Nebraska
$175K +$161K +3,525 New
UB
575
UMB Bank
Missouri
$173K -$182 -4 -0.1%