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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
Clearstead Advisors
Ohio
$315K
OCG
177
Opus Capital Group
Ohio
$308K -$33.8K -2,150 -10%
AP
178
Advisor Partners
California
$306K +$100K +6,359 +49%
ONB
179
Old National Bancorp
Indiana
$298K +$112K +7,123 +60%
OC
180
Oppenheimer & Co
New York
$296K +$296K +18,824 New
CS
181
Comerica Securities
Michigan
$294K +$11.1K +707 +4%
UCFA
182
United Capital Financial Advisors
Texas
$293K +$90.9K +5,781 +45%
CAN
183
Claraphi Advisory Network
United States
$289K +$11K +700 +4%
LTFS
184
Ladenburg Thalmann Financial Services
Florida
$280K -$88.5K -5,632 -24%
CF
185
Centaurus Financial
California
$279K +$273K +17,358 +2,704%
S
186
SignatureFD
Georgia
$277K +$86.1K +5,474 +45%
Cambridge Investment Research Advisors
187
Cambridge Investment Research Advisors
Iowa
$275K +$12.6K +803 +5%
HPCM
188
High Pointe Capital Management
Illinois
$267K
CG
189
Caprock Group
Idaho
$263K -$2.15K -137 -0.8%
PA
190
Pinnacle Associates
New York
$250K +$2.99K +190 +1%
CP
191
Cumberland Partners
Ontario, Canada
$249K +$249K +15,850 New
BNP Paribas Financial Markets
192
BNP Paribas Financial Markets
France
$237K -$501K -31,850 -68%
PAG
193
Private Advisor Group
New Jersey
$236K -$42.2K -2,683 -15%
SI
194
Stephens Inc
Arkansas
$236K
JCM
195
Jacobi Capital Management
Pennsylvania
$224K
MML Investors Services
196
MML Investors Services
Massachusetts
$210K +$210K +13,334 New
RRAM
197
River Road Asset Management
Kentucky
$206K -$13K -830 -6%
Truist Financial
198
Truist Financial
North Carolina
$206K -$1.52K -97 -0.7%
Geode Capital Management
199
Geode Capital Management
Massachusetts
$204K -$19.9K -1,264 -9%
CBU
200
CIBC Bank USA
Illinois
$200K -$2.28K -145 -1%