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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
CI
576
Corient IA
Florida
$196K -$361K -7,930 -67%
RIL
577
Rothschild Investment LLC
Illinois
$189K +$2.92K +64 +2%
AAS
578
Ameritas Advisory Services
Nebraska
$175K +$161K +3,525 New
UB
579
UMB Bank
Missouri
$173K -$182 -4 -0.1%
A
580
Allianz
Germany
$168K – – –
TCIIS
581
TIAA-CREF Individual & Institutional Services
New York
$160K +$147K +3,232 New
GSWM
582
Golden State Wealth Management
California
$159K +$3.1K +68 +2%
IA
583
IFP Advisors
Florida
$151K -$729 -16 -0.5%
CFD
584
Creative Financial Designs
Indiana
$144K -$12.1K -266 -8%
TWIM
585
TIAA Wealth Investment Management
New York
$130K +$119K +2,616 New
OCWP
586
Owl Creek Wealth Partners
Colorado
$129K – – –
AUB
587
Atlantic Union Bankshares
Virginia
$127K – – –
BGAI
588
Bruce G. Allen Investments
Colorado
$126K -$1.27K -28 -1%
Fifth Third Bancorp
589
Fifth Third Bancorp
Ohio
$125K +$9.84K +216 +9%
CSP
590
Cary Street Partners
Virginia
$121K +$111K +2,436 New
CSPIA
591
Cary Street Partners Investment Advisory
Virginia
$117K +$107K +2,354 New
PF
592
PlanVest Financial
Maryland
$104K – – –
WIM
593
Westside Investment Management
California
$104K – – –
MHIP
594
Mountain Hill Investment Partners
New Jersey
$99.1K – – –
GI
595
GAMMA Investing
California
$98.3K +$16.9K +372 +23%
SL
596
Salomon & Ludwin
Virginia
$93K +$26.1K +574 +44%
CA
597
Continuum Advisory
Idaho
$91.6K +$84.2K +1,849 New
LC
598
Lavaca Capital
Texas
$88.4K +$60.3K +1,324 +288%
BCM
599
Berbice Capital Management
New York
$84.3K – – –
PFBT
600
Parkside Financial Bank & Trust
Missouri
$81.9K +$6.33K +139 +9%