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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
QI
126
QS Investors
New York
$847K +$502 +37 +0.1%
Creative Planning
127
Creative Planning
Kansas
$831K +$204K +15,020 +29%
JMPWA
128
JP Morgan Private Wealth Advisors
California
$824K -$353K -26,052 -28%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$788K -$201K -14,812 -19%
ECM
130
ETrade Capital Management
Virginia
$783K -$137K -10,068 -14%
WAM
131
World Asset Management
Michigan
$722K -$538K -39,673 -40%
LNWWM
132
Laird Norton Wetherby Wealth Management
California
$703K -$69.4K -5,117 -8%
I2I
133
Insight 2811 Inc
Illinois
$663K +$293K +21,626 +68%
BIC
134
Beach Investment Counsel
Pennsylvania
$659K +$109K +8,000 +19%
IRC
135
Investors Research Corp
Georgia
$644K +$705K +52,009 New
Parallax Volatility Advisers
136
Parallax Volatility Advisers
California
$632K +$330K +24,321 +91%
CIP
137
Capital Insight Partners
Arizona
$619K +$7.2K +531 +1%
EP
138
Elkfork Partners
Oregon
$611K +$57.2K +4,216 +9%
LPL Financial
139
LPL Financial
California
$605K -$68K -5,011 -9%
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$573K -$101K -7,462 -14%
US Bancorp
141
US Bancorp
Minnesota
$563K -$68.4K -5,043 -10%
AAM
142
Advisors Asset Management
Colorado
$535K +$241K +17,776 +70%
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$525K -$69.2K -5,101 -11%
SCM
144
SOL Capital Management
Maryland
$520K -$77.1K -5,685 -12%
GHCM
145
Glen Harbor Capital Management
California
$503K +$47.1K +3,472 +9%
M&T Bank
146
M&T Bank
New York
$481K -$226K -16,696 -30%
AIM
147
ARGA Investment Management
Connecticut
$440K +$478K +35,276 New
Cerity Partners
148
Cerity Partners
New York
$432K -$3.68K -271 -0.8%
BlackRock
149
BlackRock
New York
$412K -$1.67M -123,321 -79%
SIS
150
Susquehanna International Securities
Ireland
$402K +$441K +32,500 New