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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
176
Cullen Capital Management
New York
$1.38M -$42.5K -2,037 -3%
WAAG
177
Wealth Alliance Advisory Group
Kansas
$1.36M
CI
178
Cigna Investments
Connecticut
$1.32M -$38.5K -1,847 -3%
AA
179
Altman Advisors
Illinois
$1.3M +$21.8K +1,047 +1%
IWC
180
Integrated Wealth Concepts
Massachusetts
$1.28M +$1.25M +60,152 New
AI
181
Atria Investments
North Carolina
$1.28M +$1.25M +59,801 New
AWM
182
AE Wealth Management
Kansas
$1.27M +$940K +45,061 +308%
YCM
183
Yousif Capital Management
Michigan
$1.26M +$5.01K +240 +0.4%
S
184
SignatureFD
Georgia
$1.19M +$78.2K +3,747 +7%
MWM
185
Massachusetts Wealth Management
Massachusetts
$1.18M -$54.2K -2,600 -4%
FTDI
186
First Trust Direct Indexing
Massachusetts
$1.18M +$1.86K +89 +0.2%
NG
187
NatWest Group
United Kingdom
$1.16M -$41.1K -1,970 -4%
SB
188
Simmons Bank
Arkansas
$1.16M +$1.13M +54,165 New
FFM
189
Forum Financial Management
Illinois
$1.14M -$209 -10 -0%
MPPW
190
Mitchell & Pahl Private Wealth
Oklahoma
$1.13M -$10.1K -482 -0.9%
SIA
191
Schechter Investment Advisors
Michigan
$1.12M -$263K -12,585 -19%
Arrowstreet Capital
192
Arrowstreet Capital
Massachusetts
$1.11M +$1.1M +52,566 New
OAM
193
Oppenheimer Asset Management
New York
$1.1M +$418K +20,042 +64%
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$1.08M -$3.27K -157 -0.3%
Truist Financial
195
Truist Financial
North Carolina
$1.08M +$214K +10,237 +25%
D.E. Shaw & Co
196
D.E. Shaw & Co
New York
$1.08M +$208K +9,989 +25%
MCC
197
Money Concepts Capital
Florida
$1.07M -$74.2K -3,556 -7%
TIM
198
Timelo Investment Management
Ontario, Canada
$1.07M +$1.04M +50,000 New
Wolverine Trading
199
Wolverine Trading
Illinois
$1.06M +$1.08M +51,835 New
BS
200
Banco Santander
Spain
$1.06M -$297K -14,220 -21%