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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
RRAM
201
River Road Asset Management
Kentucky
$246K -$20.2K -1,061 -7%
Nomura Asset Management
202
Nomura Asset Management
Japan
$241K
Lido Advisors
203
Lido Advisors
California
$238K +$256K +13,491 New
CAN
204
Claraphi Advisory Network
United States
$232K +$42.8K +2,250 +21%
S
205
SignatureFD
Georgia
$232K +$250K +13,126 New
HighTower Advisors
206
HighTower Advisors
Illinois
$230K -$101K -5,313 -29%
LC
207
Lourd Capital
California
$227K +$7.36K +387 +3%
CPC
208
Congress Park Capital
New York
$226K +$243K +12,800 New
SW
209
SVB Wealth
Massachusetts
$225K -$42.9K -2,258 -15%
CA
210
Calton & Associates
Florida
$223K -$13.3K -700 -5%
Geode Capital Management
211
Geode Capital Management
Massachusetts
$223K +$34.6K +1,820 +17%
ONB
212
Old National Bancorp
Indiana
$210K +$226K +11,897 New
KI
213
Koch Industries
Kansas
$208K +$224K +11,791 New
MCM
214
MAI Capital Management
Ohio
$205K
AP
215
Advisor Partners
California
$201K +$216K +11,371 New
IA
216
IFP Advisors
Florida
$199K
UCFA
217
United Capital Financial Advisors
Texas
$199K +$214K +11,260 New
AWA
218
Arete Wealth Advisors
Illinois
$199K +$214K +11,271 New
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$198K -$45.8K -2,409 -18%
BP
220
Ballentine Partners
Massachusetts
$196K +$211K +11,115 New
UR
221
USCA RIA
Texas
$194K +$5.65K +297 +3%
BG
222
Bahl & Gaynor
Ohio
$191K
BCM
223
BTC Capital Management
Iowa
$191K +$4.05K +213 +2%
LC
224
Loews Corp
New York
$188K
C
225
Cerebellum
California
$182K +$196K +10,333 New