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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
151
Thornburg Investment Management
New Mexico
$803K -$7.63M -576,260 -91%
ACA
152
Atlas Capital Advisors
Wyoming
$802K -$115K -8,653 -13%
MML Investors Services
153
MML Investors Services
Massachusetts
$796K +$320K +24,181 +75%
CIA
154
CSat Investment Advisory
Michigan
$790K +$740K +55,908 New
SW
155
SVB Wealth
Massachusetts
$757K +$282K +21,326 +66%
Janney Montgomery Scott
156
Janney Montgomery Scott
Pennsylvania
$748K +$202K +15,286 +41%
SSA
157
Schonfeld Strategic Advisors
New York
$700K -$2.31M -174,199 -78%
US Bancorp
158
US Bancorp
Minnesota
$694K +$49K +3,700 +8%
GT
159
Greenleaf Trust
Michigan
$676K -$463 -35 -0.1%
IRC
160
Investors Research Corp
Georgia
$673K -$7.28K -550 -1%
Fisher Asset Management
161
Fisher Asset Management
Washington
$653K -$219K -16,537 -26%
SCM
162
SOL Capital Management
Maryland
$645K – – –
MPPW
163
Mitchell & Pahl Private Wealth
Oklahoma
$609K +$571K +43,111 New
AC
164
Athanor Capital
New York
$589K -$4.74M -357,722 -90%
CFB
165
Cullen/Frost Bankers
Texas
$577K – – –
BPCE
166
Bank Pictet & Cie (Europe)
Germany
$565K +$207K +15,648 +64%
VAS
167
Vestmark Advisory Solutions
Massachusetts
$558K +$82.6K +6,235 +19%
RJT
168
Raymond James Trust
Florida
$553K -$5.84K -441 -1%
GF
169
Gabelli Funds
New York
$523K +$53K +4,000 +12%
PAS
170
Park Avenue Securities
New York
$503K +$150K +11,363 +47%
PCG
171
Private Capital Group
Connecticut
$496K +$58.7K +4,436 +14%
YIH
172
Y-Intercept (HK)
Hong Kong
$488K +$460K +34,739 New
FTDI
173
First Trust Direct Indexing
Massachusetts
$487K +$456K +34,449 New
Truist Financial
174
Truist Financial
North Carolina
$475K +$31.9K +2,410 +8%
GI
175
Gradient Investments
Minnesota
$460K -$54.6K -4,124 -9%