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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
151
Stifel Financial
Missouri
$1.32M -$1.21M -68,865 -46%
AA
152
Altman Advisors
Illinois
$1.28M +$110K +6,262 +8%
AW
153
Alaethes Wealth
Nevada
$1.24M +$1.34M +76,662 New
Vanguard Personalized Indexing Management
154
Vanguard Personalized Indexing Management
California
$1.2M +$282K +16,077 +28%
TI
155
Trexquant Investment
Connecticut
$1.19M +$1.29M +73,622 New
MCM
156
Mitchell Capital Management
Kansas
$1.19M +$7.73K +441 +0.6%
CCM
157
Cullen Capital Management
New York
$1.16M -$24.9K -1,420 -2%
US Bancorp
158
US Bancorp
Minnesota
$1.14M +$102K +5,823 +9%
Comerica Bank
159
Comerica Bank
Texas
$1.13M -$5.86K -334 -0.5%
PFO
160
Pathstone Family Office
New Jersey
$1.13M +$58.7K +3,350 +5%
LWAC
161
Laurel Wealth Advisors (California)
California
$1.13M +$298K +17,000 +32%
SIA
162
Schechter Investment Advisors
Michigan
$1.08M -$61.4K -3,503 -5%
LOIM
163
Liberty One Investment Management
Illinois
$1.07M +$182K +10,403 +17%
CI
164
Cigna Investments
Connecticut
$1.07M +$37.5K +2,141 +3%
FFM
165
Fullerton Fund Management
Singapore
$1.03M -$604K -34,444 -35%
CAAS
166
Capital Asset Advisory Services
Michigan
$1.01M -$24.4K -1,394 -2%
S
167
swisspartners
Liechtenstein
$1.01M – – –
AAM
168
Advisors Asset Management
Colorado
$965K -$80.4K -4,586 -7%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$965K -$18K -1,028 -2%
YCM
170
Yousif Capital Management
Michigan
$879K -$6.92K -395 -0.7%
FHB
171
First Hawaiian Bank
Hawaii
$879K -$140 -8 -0%
FFM
172
Forum Financial Management
Illinois
$868K +$18 +1 +0%
FTDI
173
First Trust Direct Indexing
Massachusetts
$861K +$38.8K +2,213 +4%
MPPW
174
Mitchell & Pahl Private Wealth
Oklahoma
$853K +$17K +968 +2%
FIM
175
Freedom Investment Management
Connecticut
$844K +$912K +52,049 New