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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
SS
201
Simplicity Solutions
Minnesota
$414K +$66.8K +4,230 +19%
AAS
202
Avantax Advisory Services
Texas
$413K +$424K +26,863 New
SIS
203
Susquehanna International Securities
Ireland
$412K -$1.6M -101,100 -79%
SW
204
SVB Wealth
Massachusetts
$389K -$596K -37,768 -60%
AP
205
Advisor Partners
California
$388K +$16.6K +1,049 +4%
FCI
206
Financial Counselors Inc
Kansas
$387K -$9.85K -624 -2%
FA
207
FDx Advisors
Illinois
$385K +$21.8K +1,383 +6%
CCIA
208
Campbell & Co Investment Adviser
Maryland
$381K -$66.3K -4,200 -14%
ONB
209
Old National Bancorp
Indiana
$381K -$54.6K -3,455 -12%
WFI
210
West Family Investments
California
$378K +$389K +24,639 New
Vanguard Personalized Indexing Management
211
Vanguard Personalized Indexing Management
California
$362K +$1.83K +116 +0.5%
S
212
SignatureFD
Georgia
$360K +$25.6K +1,620 +7%
KWA
213
KCS Wealth Advisory
California
$354K +$178K +11,290 +96%
CG
214
Caprock Group
Idaho
$337K +$43.5K +2,754 +14%
Cambridge Investment Research Advisors
215
Cambridge Investment Research Advisors
Iowa
$327K -$9.32K -590 -3%
SWM
216
Spire Wealth Management
Virginia
$325K -$16.9K -1,068 -5%
CG
217
Colony Group
Massachusetts
$324K -$3.63K -230 -1%
CCP
218
Corient Capital Partners
California
$322K +$91.4K +5,788 +38%
EI
219
Ellevest Inc
New York
$316K +$144K +9,131 +80%
JG
220
Jefferies Group
New York
$308K +$318K +20,119 New
OC
221
Oppenheimer & Co
New York
$297K +$774 +49 +0.3%
LIM
222
Longfellow Investment Management
Massachusetts
$293K -$105K -6,656 -26%
Cetera Investment Advisers
223
Cetera Investment Advisers
Illinois
$290K +$123K +7,772 +70%
Creative Planning
224
Creative Planning
Kansas
$285K -$81.7K -5,172 -22%
CS
225
Comerica Securities
Michigan
$281K -$83.8K -5,306 -22%