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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
MPPW
176
Mitchell & Pahl Private Wealth
Oklahoma
$775K +$13.2K +825 +2%
AAM
177
Advisors Asset Management
Colorado
$761K -$113K -7,039 -12%
S
178
SignatureFD
Georgia
$743K +$102K +6,343 +14%
ACA
179
Atlas Capital Advisors
Wyoming
$734K – – –
GT
180
Greenleaf Trust
Michigan
$715K -$5.04K -315 -0.6%
BCM
181
BTC Capital Management
Iowa
$713K +$128K +7,977 +20%
FIM
182
Freedom Investment Management
Connecticut
$703K -$57.7K -3,603 -7%
IRC
183
Investors Research Corp
Georgia
$686K – – –
CAAS
184
Capital Asset Advisory Services
Michigan
$659K -$273K -17,040 -27%
PAS
185
Park Avenue Securities
New York
$640K +$69.6K +4,345 +11%
HighTower Advisors
186
HighTower Advisors
Illinois
$635K +$21.8K +1,360 +3%
TI
187
Trexquant Investment
Connecticut
$621K -$494K -30,838 -42%
VAS
188
Vestmark Advisory Solutions
Massachusetts
$613K -$42.4K -2,648 -6%
SCM
189
SOL Capital Management
Maryland
$574K – – –
RCAG
190
Rehmann Capital Advisory Group
Michigan
$564K +$82.2K +5,137 +15%
Truist Financial
191
Truist Financial
North Carolina
$553K -$70.2K -4,385 -10%
MML Investors Services
192
MML Investors Services
Massachusetts
$549K +$73.6K +4,600 +14%
MIS
193
Morningstar Investment Services
Illinois
$541K +$30.6K +1,912 +6%
GF
194
Gabelli Funds
New York
$537K – – –
LAM
195
Lingohr Asset Management
Germany
$527K +$9.7K +606 +2%
QI
196
Qtron Investments
Massachusetts
$516K -$148K -9,253 -21%
RJT
197
Raymond James Trust
Florida
$510K -$28.5K -1,781 -5%
PAG
198
Private Advisor Group
New Jersey
$508K -$230K -14,349 -29%
LSAG
199
Lake Street Advisors Group
New Hampshire
$492K -$173K -10,790 -24%
Group One Trading
200
Group One Trading
Illinois
$492K +$542K +33,887 New