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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
YCM
176
Yousif Capital Management
Michigan
$975K +$961K +54,576 New
AAM
177
Advisors Asset Management
Colorado
$972K +$224K +12,697 +30%
FFM
178
Forum Financial Management
Illinois
$957K +$942K +53,533 New
CL
179
CSS LLC
Illinois
$918K +$904K +51,356 New
PAS
180
Park Avenue Securities
New York
$911K +$15.3K +867 +2%
JMPWA
181
JP Morgan Private Wealth Advisors
California
$903K -$599 -34 -0.1%
ACA
182
Atlas Capital Advisors
Wyoming
$883K -$35K -1,989 -4%
LSAG
183
Lake Street Advisors Group
New Hampshire
$881K +$868K +49,279 New
GT
184
Greenleaf Trust
Michigan
$871K +$21.3K +1,209 +3%
MPPW
185
Mitchell & Pahl Private Wealth
Oklahoma
$863K +$20.3K +1,155 +2%
IRC
186
Investors Research Corp
Georgia
$845K – – –
FTDI
187
First Trust Direct Indexing
Massachusetts
$840K -$59.1K -3,355 -7%
HighTower Advisors
188
HighTower Advisors
Illinois
$804K +$55.3K +3,142 +8%
LAM
189
Lingohr Asset Management
Germany
$798K -$10.4K -591 -1%
SCM
190
SOL Capital Management
Maryland
$798K – – –
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$763K +$29.5K +1,675 +4%
RJT
192
Raymond James Trust
Florida
$725K +$126K +7,175 +21%
Vanguard Personalized Indexing Management
193
Vanguard Personalized Indexing Management
California
$676K +$151K +8,602 +29%
GF
194
Gabelli Funds
New York
$661K – – –
RJFSA
195
Raymond James Financial Services Advisors
Florida
$649K -$280K -15,893 -31%
QI
196
Qtron Investments
Massachusetts
$642K +$1.43K +81 +0.2%
S
197
SignatureFD
Georgia
$627K +$101K +5,746 +20%
CSS
198
Cubist Systematic Strategies
Connecticut
$624K +$61.7K +3,507 +11%
Creative Planning
199
Creative Planning
Kansas
$623K +$112K +6,384 +22%
RCAG
200
Rehmann Capital Advisory Group
Michigan
$606K -$9.47K -538 -2%