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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
RFWA
151
RPg Family Wealth Advisory
Massachusetts
$4.09M +$3.48M +132,428 New
National Bank of Canada
152
National Bank of Canada
Quebec, Canada
$4.05M -$6.85M -260,549 -66%
BCI
153
Brinker Capital Investments
Pennsylvania
$3.98M -$413K -15,691 -11%
OPS
154
Orion Portfolio Solutions
Nebraska
$3.98M -$413K -15,691 -11%
HighTower Advisors
155
HighTower Advisors
Illinois
$3.95M +$1.87M +71,124 +125%
MGP
156
Metis Global Partners
California
$3.8M +$333K +12,667 +12%
USAA
157
United Services Automobile Association
Texas
$3.79M +$312K +11,849 +11%
JFG
158
Jefferies Financial Group
New York
$3.72M -$4.19M -159,501 -57%
Vanguard Personalized Indexing Management
159
Vanguard Personalized Indexing Management
California
$3.68M +$102K +3,872 +3%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$3.59M +$1.24M +47,287 +69%
GLAM
161
Gardner Lewis Asset Management
Pennsylvania
$3.53M +$1.28M +48,752 +74%
Charles Schwab
162
Charles Schwab
California
$3.53M +$775K +29,487 +35%
CW
163
Connectus Wealth
Ohio
$3.51M -$45K -1,711 -1%
HCMT
164
Highland Capital Management (Tennessee)
Tennessee
$3.32M +$13K +495 +0.5%
GS
165
GTS Securities
Florida
$3.25M +$2.77M +105,214 New
MCM
166
Mitchell Capital Management
Kansas
$3.2M -$67K -2,547 -2%
PAPAIJV
167
Paragon Associates & Paragon Associates II Joint Venture
Texas
$3.09M +$657K +25,000 +33%
MML Investors Services
168
MML Investors Services
Massachusetts
$3.08M +$1.15M +43,843 +79%
Truist Financial
169
Truist Financial
North Carolina
$3.05M +$1.39M +52,668 +114%
HCM
170
Helios Capital Management
Singapore
$3.05M +$2.58M +98,224 New
SC
171
Syon Capital
California
$3.04M +$1.39M +52,675 +115%
QCM
172
Quantinno Capital Management
New York
$3.01M +$320K +12,181 +14%
LCM
173
Logan Capital Management
Pennsylvania
$2.92M -$601K -22,843 -19%
TPW
174
Transatlantique Private Wealth
New York
$2.8M +$64.1K +2,437 +3%
ACM
175
Aquatic Capital Management
Illinois
$2.8M +$2.38M +90,500 New