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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
176
Park Avenue Securities
New York
$911K +$15.3K +867 +2%
JMPWA
177
JP Morgan Private Wealth Advisors
California
$903K -$599 -34 -0.1%
ACA
178
Atlas Capital Advisors
Wyoming
$883K -$35K -1,989 -4%
LSAG
179
Lake Street Advisors Group
New Hampshire
$881K +$868K +49,279 New
GT
180
Greenleaf Trust
Michigan
$871K +$21.3K +1,209 +3%
MPPW
181
Mitchell & Pahl Private Wealth
Oklahoma
$863K +$20.3K +1,155 +2%
IRC
182
Investors Research Corp
Georgia
$845K
FTDI
183
First Trust Direct Indexing
Massachusetts
$840K -$59.1K -3,355 -7%
HighTower Advisors
184
HighTower Advisors
Illinois
$804K +$55.3K +3,142 +8%
LAM
185
Lingohr Asset Management
Germany
$798K -$10.4K -591 -1%
SCM
186
SOL Capital Management
Maryland
$798K
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$763K +$29.5K +1,675 +4%
RJT
188
Raymond James Trust
Florida
$725K +$126K +7,175 +21%
Vanguard Personalized Indexing Management
189
Vanguard Personalized Indexing Management
California
$676K +$151K +8,602 +29%
GF
190
Gabelli Funds
New York
$661K
RJFSA
191
Raymond James Financial Services Advisors
Florida
$649K -$280K -15,893 -31%
QI
192
Qtron Investments
Massachusetts
$642K +$1.43K +81 +0.2%
S
193
SignatureFD
Georgia
$627K +$101K +5,746 +20%
CSS
194
Cubist Systematic Strategies
Connecticut
$624K +$61.7K +3,507 +11%
Creative Planning
195
Creative Planning
Kansas
$623K +$112K +6,384 +22%
RCAG
196
Rehmann Capital Advisory Group
Michigan
$606K -$9.47K -538 -2%
Mariner
197
Mariner
Kansas
$555K +$220K +12,475 +67%
MGIM
198
M&G Investment Management
United Kingdom
$554K -$1.05M -59,709 -1%
CFM
199
Capricorn Fund Managers
United Kingdom
$536K +$528K +30,000 New
O
200
Ossiam
France
$509K +$497K +28,230 New