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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
201
Kestra Advisory Services
Texas
$612K +$51.9K +3,049 +10%
CGL
202
Clarius Group LLC
Washington
$609K +$147K +8,626 +36%
RJT
203
Raymond James Trust
Florida
$599K -$52.5K -3,089 -9%
HI
204
Horizon Investments
North Carolina
$598K +$545K +32,050 New
API
205
Advisor Partners II
California
$591K +$173K +10,189 +47%
OAM
206
Oppenheimer Asset Management
New York
$588K -$27.5K -1,617 -5%
LSAG
207
Lake Street Advisors Group
New Hampshire
$580K -$48.3K -2,841 -8%
PAG
208
Private Advisor Group
New Jersey
$547K +$102K +6,024 +17%
CPC
209
Cookson Peirce & Co
Pennsylvania
$543K +$1.7K +100 +0.3%
TL
210
Tradewinds LLC
North Carolina
$538K +$213K +12,496 New
QCG
211
Quadrant Capital Group
Ohio
$525K +$38.8K +2,280 +9%
ACA
212
Atlas Capital Advisors
Wyoming
$523K -$384K -22,579 -45%
VT
213
Vise Technologies
New York
$508K -$42.8K -2,518 -8%
SFA
214
Sequoia Financial Advisors
Ohio
$479K +$144K +8,451 +49%
BEAM
215
Baker Ellis Asset Management
Washington
$478K
ONB
216
Old National Bancorp
Indiana
$474K -$4.85K -285 -1%
SWM
217
Spire Wealth Management
Virginia
$474K +$79.5K +4,677 +23%
TC
218
TownSquare Capital
Utah
$471K +$236K +13,875 +122%
FCI
219
Financial Counselors Inc
Kansas
$453K
SIM
220
Studio Investment Management
Illinois
$425K +$14.9K +879 +4%
GI
221
Gradient Investments
Minnesota
$424K -$16K -941 -4%
BRWA
222
B. Riley Wealth Advisors
Florida
$423K -$60.9K -3,580 -14%
Cambridge Investment Research Advisors
223
Cambridge Investment Research Advisors
Iowa
$420K -$29.7K -1,744 -7%
Commonwealth Equity Services
224
Commonwealth Equity Services
Massachusetts
$416K +$69.6K +4,094 +22%
SW
225
SVB Wealth
Massachusetts
$413K -$30.5K -1,795 -8%