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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
201
Lake Street Advisors Group
New Hampshire
$292K +$15K +1,134 +6%
CG
202
Caprock Group
Idaho
$286K +$11.7K +887 +5%
PP
203
PDT Partners
New York
$283K +$265K +20,021 New
Lido Advisors
204
Lido Advisors
California
$281K +$264K +19,914 New
FA
205
FDx Advisors
Illinois
$277K -$31.2K -2,357 -11%
BCI
206
Brinker Capital Investments
Pennsylvania
$276K -$1.67M -126,333 -87%
HighTower Advisors
207
HighTower Advisors
Illinois
$275K +$104K +7,884 +69%
VIA
208
Vident Investment Advisory
Georgia
$260K +$73.5K +5,554 +43%
D.E. Shaw & Co
209
D.E. Shaw & Co
New York
$257K +$241K +18,210 New
OCG
210
Opus Capital Group
Ohio
$255K
AWM
211
AE Wealth Management
Kansas
$255K +$8.31K +628 +4%
BIC
212
Beach Investment Counsel
Pennsylvania
$249K -$116K -8,750 -33%
CAG
213
Csenge Advisory Group
Florida
$247K -$20.1K -1,516 -8%
CBFP
214
Cedar Brook Financial Partners
Ohio
$245K +$229K +17,304 New
GQG Partners
215
GQG Partners
Florida
$242K -$323M -24,362,248 -100%
Cetera Investment Advisers
216
Cetera Investment Advisers
Illinois
$236K +$221K +16,715 New
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$233K +$5.61K +424 +3%
GC
218
Guggenheim Capital
Illinois
$227K +$32.7K +2,468 +18%
CA
219
Clearstead Advisors
Ohio
$220K +$7.56K +571 +4%
BP
220
Ballentine Partners
Massachusetts
$219K +$1.07K +81 +0.5%
Commonwealth Equity Services
221
Commonwealth Equity Services
Massachusetts
$218K -$35.6K -2,689 -15%
MIP
222
Marietta Investment Partners
Wisconsin
$213K +$200K +15,074 New
TI
223
Trexquant Investment
Connecticut
$208K +$195K +14,731 New
ICP
224
Interchange Capital Partners
Pennsylvania
$199K +$187K +14,116 New
QOP
225
Quinn Opportunity Partners
Virginia
$198K -$86.1K -6,500 -32%