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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
LOIM
176
Liberty One Investment Management
Illinois
$1.17M -$53.7K -2,841 -5%
FI
177
Fosun International
China
$1.13M -$4.84M -256,105 -79%
Vanguard Personalized Indexing Management
178
Vanguard Personalized Indexing Management
California
$1.12M +$373K +19,737 +52%
YCM
179
Yousif Capital Management
Michigan
$1.07M – – –
FHB
180
First Hawaiian Bank
Hawaii
$1.06M +$1.03M +54,225 New
FFM
181
Forum Financial Management
Illinois
$1.05M -$19 -1 -0%
LWAC
182
Laurel Wealth Advisors (California)
California
$1.03M +$993K +52,509 New
MML Investors Services
183
MML Investors Services
Massachusetts
$1.02M -$362K -19,153 -27%
MPPW
184
Mitchell & Pahl Private Wealth
Oklahoma
$1.01M +$62.2K +3,287 +7%
VAS
185
Vestmark Advisory Solutions
Massachusetts
$994K -$113K -5,971 -11%
FTDI
186
First Trust Direct Indexing
Massachusetts
$993K +$72.9K +3,855 +8%
ACA
187
Atlas Capital Advisors
Wyoming
$988K +$22.2K +1,176 +2%
GT
188
Greenleaf Trust
Michigan
$972K +$19.1K +1,012 +2%
LSAG
189
Lake Street Advisors Group
New Hampshire
$961K -$1.49K -79 -0.2%
IRC
190
Investors Research Corp
Georgia
$923K – – –
HighTower Advisors
191
HighTower Advisors
Illinois
$873K -$3.27K -173 -0.4%
ED
192
Exane Derivatives
France
$871K -$5.09M -268,874 -86%
SCM
193
SOL Capital Management
Maryland
$854K -$18.9K -1,000 -2%
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$821K -$12.5K -662 -2%
Mariner
195
Mariner
Kansas
$821K +$207K +10,953 +35%
HC
196
Henshaw Capital
Massachusetts
$787K +$762K +40,288 New
Creative Planning
197
Creative Planning
Kansas
$769K +$84.8K +4,481 +13%
RJT
198
Raymond James Trust
Florida
$723K -$68K -3,595 -9%
GF
199
Gabelli Funds
New York
$723K – – –
S
200
SignatureFD
Georgia
$720K +$33.4K +1,766 +5%