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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
176
Atlas Capital Advisors
Wyoming
$820K – – –
GT
177
Greenleaf Trust
Michigan
$804K -$3.17K -181 -0.4%
PAG
178
Private Advisor Group
New Jersey
$800K -$247K -14,114 -22%
PP
179
PDT Partners
New York
$784K +$848K +48,361 New
IRC
180
Investors Research Corp
Georgia
$767K – – –
RWM
181
Ritholtz Wealth Management
New York
$730K +$483K +27,542 +158%
VAS
182
Vestmark Advisory Solutions
Massachusetts
$728K -$105K -5,969 -12%
S
183
SignatureFD
Georgia
$728K +$141K +8,054 +22%
LSAG
184
Lake Street Advisors Group
New Hampshire
$725K -$79K -4,508 -9%
QI
185
Qtron Investments
Massachusetts
$712K +$152K +8,663 +24%
Mariner
186
Mariner
Kansas
$699K +$19.4K +1,107 +3%
Truist Financial
187
Truist Financial
North Carolina
$688K -$305K -17,386 -29%
HighTower Advisors
188
HighTower Advisors
Illinois
$687K -$43.1K -2,458 -5%
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$670K -$12.2K -695 -2%
BCM
190
BTC Capital Management
Iowa
$659K +$716K +40,839 New
PAS
191
Park Avenue Securities
New York
$645K +$64.3K +3,667 +10%
Creative Planning
192
Creative Planning
Kansas
$643K +$5.22K +298 +0.8%
SCM
193
SOL Capital Management
Maryland
$642K -$71.9K -4,100 -9%
VF
194
Virtu Financial
New York
$615K +$664K +37,898 New
HC
195
Henshaw Capital
Massachusetts
$615K -$42K -2,398 -6%
RJT
196
Raymond James Trust
Florida
$600K -$754 -43 -0.1%
GF
197
Gabelli Funds
New York
$600K – – –
Janney Montgomery Scott
198
Janney Montgomery Scott
Pennsylvania
$560K +$18.7K +1,065 +3%
AWM
199
Altium Wealth Management
New York
$553K +$241K +13,726 +67%
RCAG
200
Rehmann Capital Advisory Group
Michigan
$547K +$2.14K +122 +0.4%