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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$368K +$26.2K +1,702 +8%
CS
202
Comerica Securities
Michigan
$366K -$18.9K -1,231 -5%
BPCE
203
Bank Pictet & Cie (Europe)
Germany
$365K -$255K -16,600 -41%
Vanguard Personalized Indexing Management
204
Vanguard Personalized Indexing Management
California
$365K +$16.2K +1,056 +5%
BCM
205
Bayesian Capital Management
New York
$354K -$33.8K -2,200 -9%
Luther King Capital Management (LKCM)
206
Luther King Capital Management (LKCM)
Texas
$353K -$130K -8,444 -27%
SS
207
Simplicity Solutions
Minnesota
$353K +$350K +22,749 New
SWM
208
Spire Wealth Management
Virginia
$346K +$342K +22,239 New
Cambridge Investment Research Advisors
209
Cambridge Investment Research Advisors
Iowa
$340K +$15.7K +1,021 +5%
S
210
SignatureFD
Georgia
$339K +$14.9K +971 +5%
ICP
211
Interchange Capital Partners
Pennsylvania
$331K -$74.8K -4,864 -34%
CG
212
Colony Group
Massachusetts
$331K +$328K +21,320 New
LSAG
213
Lake Street Advisors Group
New Hampshire
$326K +$5.47K +356 +2%
GT
214
Glenview Trust
Kentucky
$311K +$307K +20,000 New
First Trust Advisors
215
First Trust Advisors
Illinois
$302K +$636K +41,356 +300%
OC
216
Oppenheimer & Co
New York
$300K -$25.2K -1,640 -8%
CG
217
Caprock Group
Idaho
$298K -$16K -1,039 -5%
BRWA
218
B. Riley Wealth Advisors
Florida
$296K -$107K -6,972 -27%
HS
219
HighVista Strategies
Massachusetts
$292K +$108K +7,007 +54%
RJFSA
220
Raymond James Financial Services Advisors
Florida
$288K +$86.8K +5,644 +44%
PP
221
Paloma Partners
Connecticut
$286K +$83.7K +5,446 +42%
PP
222
PDT Partners
New York
$276K -$34.1K -2,221 -11%
BIC
223
Beach Investment Counsel
Pennsylvania
$274K
AAM
224
Advisors Asset Management
Colorado
$270K +$122K +7,904 +84%
CBFP
225
Cedar Brook Financial Partners
Ohio
$265K -$3.66K -238 -1%