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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
176
Independent Advisor Alliance
North Carolina
$2.61M +$10.7K +339 +0.4%
HFS
177
Hantz Financial Services
Michigan
$2.39M -$79.2K -2,499 -3%
S
178
SignatureFD
Georgia
$2.39M +$132K +4,178 +6%
ET
179
Equitable Trust
Tennessee
$2.28M -$43.2K -1,364 -2%
GJL
180
Gendell Jeffrey L
$2.27M – – –
Corient Private Wealth
181
Corient Private Wealth
Florida
$2.22M +$25.3K +797 +1%
O
182
Ossiam
France
$2.21M -$310K -9,780 -12%
BIC
183
Beach Investment Counsel
Pennsylvania
$2.18M -$285K -8,981 -11%
AW
184
Alaethes Wealth
Nevada
$2.18M +$20K +632 +0.9%
GLA
185
Great Lakes Advisors
Illinois
$2.12M +$171K +5,389 +8%
AA
186
Altman Advisors
Illinois
$2.09M +$8.02K +253 +0.4%
GT
187
Glenmede Trust
Pennsylvania
$2.08M +$67.4K +2,126 +3%
FFM
188
Forum Financial Management
Illinois
$2.06M +$372K +11,749 +21%
IWC
189
Integrated Wealth Concepts
Massachusetts
$2M +$10.1K +320 +0.5%
WAAG
190
Wealth Alliance Advisory Group
Kansas
$1.92M -$5.29K -167 -0.3%
CI
191
Cigna Investments
Connecticut
$1.87M -$6.59K -208 -0.3%
MG
192
Marex Group
$1.87M -$301K -9,499 -13%
Cetera Investment Advisers
193
Cetera Investment Advisers
Illinois
$1.84M +$17.1K +538 +0.9%
LWAM
194
Legacy Wealth Asset Management
Minnesota
$1.83M -$12.1K -383 -0.6%
OWM
195
Orca Wealth Management
Florida
$1.83M +$1.91M +60,208 New
CIS
196
Capital International Sarl
California
$1.82M – – –
P
197
Pitcairn
Pennsylvania
$1.81M +$207K +6,544 +12%
Bessemer Group
198
Bessemer Group
New Jersey
$1.78M +$17.1K +538 +0.9%
Truist Financial
199
Truist Financial
North Carolina
$1.78M -$115K -3,633 -6%
CL
200
Choreo LLC
Illinois
$1.78M -$108K -3,421 -6%
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