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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
AA
151
Altman Advisors
Illinois
$1.14M -$33.7K -2,106 -3%
Comerica Bank
152
Comerica Bank
Texas
$1.11M +$67.1K +4,189 +6%
ACM
153
Ativo Capital Management
Illinois
$1.11M +$1.22M +76,286 New
CWM
154
Calamos Wealth Management
Illinois
$1.08M -$401K -25,050 -25%
MCM
155
Mitchell Capital Management
Kansas
$1.06M -$4.66K -291 -0.4%
US Bancorp
156
US Bancorp
Minnesota
$1.04M +$27.5K +1,716 +2%
LWAC
157
Laurel Wealth Advisors (California)
California
$1.01M
Vanguard Personalized Indexing Management
158
Vanguard Personalized Indexing Management
California
$997K -$78.8K -4,920 -7%
CCM
159
Cullen Capital Management
New York
$997K -$44.7K -2,791 -4%
CI
160
Cigna Investments
Connecticut
$989K +$13.1K +818 +1%
TSS
161
Two Sigma Securities
New York
$984K +$1.09M +67,794 New
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$972K +$411K +25,683 +62%
RWM
163
Ritholtz Wealth Management
New York
$971K +$351K +21,945 +49%
SIA
164
Schechter Investment Advisors
Michigan
$952K -$12.5K -779 -1%
Creative Planning
165
Creative Planning
Kansas
$940K +$403K +25,151 +63%
PFO
166
Pathstone Family Office
New Jersey
$929K -$108K -6,754 -10%
S
167
swisspartners
Liechtenstein
$912K +$27.2K +1,701 +3%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$895K +$35.7K +2,231 +4%
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$884K -$3.64M -227,117 -79%
YCM
170
Yousif Capital Management
Michigan
$855K +$75.7K +4,730 +9%
MCC
171
Money Concepts Capital
Florida
$822K +$890K +55,596 +5,206%
LOIM
172
Liberty One Investment Management
Illinois
$805K -$233K -14,529 -21%
FHB
173
First Hawaiian Bank
Hawaii
$781K -$6.53K -408 -0.8%
FFM
174
Forum Financial Management
Illinois
$777K
FTDI
175
First Trust Direct Indexing
Massachusetts
$776K +$6.6K +412 +0.8%