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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
VF
201
Virtu Financial
New York
$432K +$805 +51 +0.2%
ANI
202
American National Insurance
Texas
$416K – – –
WPA
203
Winning Points Advisors
Florida
$416K – – –
SS
204
Simplicity Solutions
Minnesota
$414K +$66.8K +4,230 +19%
AAS
205
Avantax Advisory Services
Texas
$413K +$424K +26,863 New
SIS
206
Susquehanna International Securities
Ireland
$412K -$1.6M -101,100 -79%
SW
207
SVB Wealth
Massachusetts
$389K -$596K -37,768 -60%
AP
208
Advisor Partners
California
$388K +$16.6K +1,049 +4%
FCI
209
Financial Counselors Inc
Kansas
$387K -$9.85K -624 -2%
FA
210
FDx Advisors
Illinois
$385K +$21.8K +1,383 +6%
CCIA
211
Campbell & Co Investment Adviser
Maryland
$381K -$66.3K -4,200 -14%
ONB
212
Old National Bancorp
Indiana
$381K -$54.6K -3,455 -12%
WFI
213
West Family Investments
California
$378K +$389K +24,639 New
Vanguard Personalized Indexing Management
214
Vanguard Personalized Indexing Management
California
$362K +$1.83K +116 +0.5%
S
215
SignatureFD
Georgia
$360K +$25.6K +1,620 +7%
KWA
216
KCS Wealth Advisory
California
$354K +$178K +11,290 +96%
CG
217
Caprock Group
Idaho
$337K +$43.5K +2,754 +14%
Cambridge Investment Research Advisors
218
Cambridge Investment Research Advisors
Iowa
$327K -$9.32K -590 -3%
SWM
219
Spire Wealth Management
Virginia
$325K -$16.9K -1,068 -5%
CG
220
Colony Group
Massachusetts
$324K -$3.63K -230 -1%
CCP
221
Corient Capital Partners
California
$322K +$91.4K +5,788 +38%
EI
222
Ellevest Inc
New York
$316K +$144K +9,131 +80%
JG
223
Jefferies Group
New York
$308K +$318K +20,119 New
OC
224
Oppenheimer & Co
New York
$297K +$774 +49 +0.3%
LIM
225
Longfellow Investment Management
Massachusetts
$293K -$105K -6,656 -26%