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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
201
MML Investors Services
Massachusetts
$1.38M +$162K +6,926 +14%
MWM
202
Massachusetts Wealth Management
Massachusetts
$1.37M -$16.9K -722 -1%
MPPW
203
Mitchell & Pahl Private Wealth
Oklahoma
$1.35M +$43.4K +1,860 +4%
PAS
204
Park Avenue Securities
New York
$1.33M +$168K +7,203 +15%
FFM
205
Forum Financial Management
Illinois
$1.32M
JC
206
JBF Capital
Colorado
$1.29M
NG
207
NatWest Group
United Kingdom
$1.29M +$28.3K +1,212 +2%
Cerity Partners
208
Cerity Partners
New York
$1.26M +$369K +15,794 +45%
PI
209
PEAK6 Investments
Illinois
$1.25M -$1.12M -47,989 -49%
CIS
210
Capital International Sarl
California
$1.23M +$1.16M +49,663 New
LWAM
211
Legacy Wealth Asset Management
Minnesota
$1.23M -$1.61M -68,963 -58%
GT
212
Greenleaf Trust
Michigan
$1.19M +$1.77K +76 +0.2%
RhumbLine Advisers
213
RhumbLine Advisers
Massachusetts
$1.17M -$13.8K -590 -1%
NA
214
Nordwand Advisors
Pennsylvania
$1.15M
Truist Financial
215
Truist Financial
North Carolina
$1.14M -$11.7K -502 -1%
SC
216
Syon Capital
California
$1.13M +$1.07M +45,675 New
SIA
217
Schechter Investment Advisors
Michigan
$1.12M -$294K -12,593 -22%
Corient Private Wealth
218
Corient Private Wealth
Florida
$1.11M -$2.87K -123 -0.3%
MIS
219
Morningstar Investment Services
Illinois
$1.08M +$52.6K +2,253 +5%
OAM
220
Oppenheimer Asset Management
New York
$1.07M -$118K -5,043 -10%
BEAM
221
Baker Ellis Asset Management
Washington
$1.06M +$25.7K +1,100 +3%
Walleye Capital
222
Walleye Capital
New York
$1.06M +$948K +40,584 +1,703%
BCM
223
BTC Capital Management
Iowa
$1.06M -$3.15K -135 -0.3%
GWM
224
Greenwich Wealth Management
Connecticut
$1.06M -$23 -1 -0%
LCGC
225
Legacy Capital Group California
California
$1.04M +$7.31K +313 +0.7%