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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
FCI
201
Financial Counselors Inc
Kansas
$201K -$106K -8,348 -33%
MML Investors Services
202
MML Investors Services
Massachusetts
$199K +$33.8K +2,668 +19%
UCFA
203
United Capital Financial Advisors
Texas
$198K +$54.1K +4,270 +35%
HPCM
204
High Pointe Capital Management
Illinois
$189K – – –
PCG
205
Private Capital Group
Connecticut
$189K +$131K +10,323 +196%
SI
206
Stephens Inc
Arkansas
$188K -$469 -37 -0.2%
BF
207
BOK Financial
Oklahoma
$188K +$12.1K +959 +7%
CAN
208
Claraphi Advisory Network
United States
$182K -$9.5K -750 -5%
OCG
209
Opus Capital Group
Ohio
$181K -$58.6K -4,630 -24%
RL
210
Ruffer LLP
United Kingdom
$174K -$48.8K -3,850 -21%
IWM
211
IHT Wealth Management
Illinois
$169K -$12K -951 -6%
SB
212
Suntrust Banks
Georgia
$168K +$41.8K +3,301 +31%
BP
213
Ballentine Partners
Massachusetts
$165K -$26.9K -2,120 -13%
FWCM
214
Ferguson Wellman Capital Management
Oregon
$161K -$3.71M -292,914 -96%
LC
215
Lindbrook Capital
California
$160K +$3.34K +264 +2%
CAN
216
Cetera Advisor Networks
California
$160K +$166K +13,090 New
Truist Financial
217
Truist Financial
North Carolina
$156K -$3.55K -280 -2%
PAG
218
Private Advisor Group
New Jersey
$153K +$6.99K +552 +5%
KPW
219
Kore Private Wealth
New York
$152K – – –
Verition Fund Management
220
Verition Fund Management
Connecticut
$151K +$157K +12,429 New
CBU
221
CIBC Bank USA
Illinois
$148K -$6.9K -545 -4%
MCM
222
MAI Capital Management
Ohio
$147K -$13.9K -1,095 -8%
RI
223
Ridgewood Investments
New Jersey
$145K +$151K +11,939 New
SSA
224
Schonfeld Strategic Advisors
New York
$143K +$149K +11,800 New
AP
225
Advisor Partners
California
$138K +$4.86K +384 +3%