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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
176
Vanguard Personalized Indexing Management
California
$1.12M +$373K +19,737 +52%
YCM
177
Yousif Capital Management
Michigan
$1.07M
FHB
178
First Hawaiian Bank
Hawaii
$1.06M +$1.03M +54,225 New
FFM
179
Forum Financial Management
Illinois
$1.05M -$19 -1 -0%
LWAC
180
Laurel Wealth Advisors (California)
California
$1.03M +$993K +52,509 New
MML Investors Services
181
MML Investors Services
Massachusetts
$1.02M -$362K -19,153 -27%
MPPW
182
Mitchell & Pahl Private Wealth
Oklahoma
$1.01M +$62.2K +3,287 +7%
VAS
183
Vestmark Advisory Solutions
Massachusetts
$994K -$113K -5,971 -11%
FTDI
184
First Trust Direct Indexing
Massachusetts
$993K +$72.9K +3,855 +8%
ACA
185
Atlas Capital Advisors
Wyoming
$988K +$22.2K +1,176 +2%
GT
186
Greenleaf Trust
Michigan
$972K +$19.1K +1,012 +2%
LSAG
187
Lake Street Advisors Group
New Hampshire
$961K -$1.49K -79 -0.2%
IRC
188
Investors Research Corp
Georgia
$923K
HighTower Advisors
189
HighTower Advisors
Illinois
$873K -$3.27K -173 -0.4%
ED
190
Exane Derivatives
France
$871K -$5.09M -268,874 -86%
SCM
191
SOL Capital Management
Maryland
$854K -$18.9K -1,000 -2%
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$821K -$12.5K -662 -2%
Mariner
193
Mariner
Kansas
$821K +$207K +10,953 +35%
HC
194
Henshaw Capital
Massachusetts
$787K +$762K +40,288 New
Creative Planning
195
Creative Planning
Kansas
$769K +$84.8K +4,481 +13%
RJT
196
Raymond James Trust
Florida
$723K -$68K -3,595 -9%
GF
197
Gabelli Funds
New York
$723K
S
198
SignatureFD
Georgia
$720K +$33.4K +1,766 +5%
CSS
199
Cubist Systematic Strategies
Connecticut
$716K +$32.6K +1,721 +5%
PAS
200
Park Avenue Securities
New York
$706K -$281K -14,836 -29%