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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
201
Oppenheimer Asset Management
New York
$481K +$8.63K +539 +2%
KAS
202
Kestra Advisory Services
Texas
$432K +$160K +9,988 +51%
VT
203
Vise Technologies
New York
$431K +$106K +6,617 +29%
CPC
204
Cookson Peirce & Co
Pennsylvania
$420K -$37.3K -2,328 -7%
SIS
205
Susquehanna International Securities
Ireland
$410K +$276K +17,251 +166%
WPA
206
Winning Points Advisors
Florida
$409K
WFA
207
Wipfli Financial Advisors
Wisconsin
$404K +$446K +27,853 New
BRWA
208
B. Riley Wealth Advisors
Florida
$383K +$19.6K +1,222 +5%
HF
209
HRT Financial
New York
$382K +$422K +26,332 New
QCG
210
Quadrant Capital Group
Ohio
$375K +$64K +3,999 +18%
ONB
211
Old National Bancorp
Indiana
$373K -$336 -21 -0.1%
BEAM
212
Baker Ellis Asset Management
Washington
$371K +$8K +500 +2%
Cambridge Investment Research Advisors
213
Cambridge Investment Research Advisors
Iowa
$352K -$26.8K -1,674 -6%
Fisher Asset Management
214
Fisher Asset Management
Washington
$352K -$9.99K -624 -3%
FCI
215
Financial Counselors Inc
Kansas
$352K -$2.51K -157 -0.6%
CGL
216
Clarius Group LLC
Washington
$349K +$105K +6,570 +38%
SW
217
SVB Wealth
Massachusetts
$347K +$160K +10,014 +72%
GI
218
Gradient Investments
Minnesota
$343K -$10.1K -629 -3%
Cetera Investment Advisers
219
Cetera Investment Advisers
Illinois
$323K -$3.12K -195 -0.9%
SIM
220
Studio Investment Management
Illinois
$318K +$5.12K +320 +1%
MYIA
221
Mount Yale Investment Advisors
Colorado
$314K +$40.8K +2,547 +13%
Squarepoint
222
Squarepoint
New York
$314K +$347K +21,649 New
API
223
Advisor Partners II
California
$312K +$344K +21,486 New
SWM
224
Spire Wealth Management
Virginia
$301K -$17.2K -1,072 -5%
ATIA
225
American Trust Investment Advisors
New Hampshire
$299K