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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
201
Legacy Wealth Asset Management
Minnesota
$1.78M +$99K +3,330 +6%
CL
202
Choreo LLC
Illinois
$1.75M +$1.74M +58,449 New
GAM
203
Groupama Asset Management
France
$1.72M -$2.61M -87,828 -60%
SC
204
Syon Capital
California
$1.7M +$181K +6,080 +12%
FFM
205
Forum Financial Management
Illinois
$1.66M
GLA
206
Great Lakes Advisors
Illinois
$1.66M +$1.39M +46,823 +508%
YCM
207
Yousif Capital Management
Michigan
$1.64M -$133K -4,480 -7%
QI
208
Qtron Investments
Massachusetts
$1.58M -$154K -5,167 -9%
VA
209
Vident Advisory
Georgia
$1.58M +$325K +10,929 +26%
MPPW
210
Mitchell & Pahl Private Wealth
Oklahoma
$1.57M -$16.1K -540 -1%
NA
211
NewEdge Advisors
Louisiana
$1.56M +$229K +7,711 +17%
Envestnet Portfolio Solutions
212
Envestnet Portfolio Solutions
Illinois
$1.56M -$333K -11,212 -18%
HCS
213
Himension Capital (Singapore)
Singapore
$1.53M +$1.54M +51,837 New
MWM
214
Massachusetts Wealth Management
Massachusetts
$1.49M -$29.7K -1,000 -2%
CCI
215
Credit Capital Investments
New Jersey
$1.48M
RhumbLine Advisers
216
RhumbLine Advisers
Massachusetts
$1.46M +$52.3K +1,760 +4%
VT
217
Vise Technologies
New York
$1.44M +$252K +8,471 +21%
GT
218
Greenleaf Trust
Michigan
$1.42M +$1.96K +66 +0.1%
Wolverine Trading
219
Wolverine Trading
Illinois
$1.41M +$15.4K +517 +1%
SGI
220
Summit Global Investments
Utah
$1.41M +$1.42M +47,732 New
Osaic Holdings
221
Osaic Holdings
Arizona
$1.35M +$151K +5,072 +12%
AssetMark Inc
222
AssetMark Inc
California
$1.31M +$1.31M +44,184 +4,418,400%
MIS
223
Morningstar Investment Services
Illinois
$1.28M -$18.1K -608 -1%
CCIA
224
Campbell & Co Investment Adviser
Maryland
$1.26M +$1.26M +42,518 New
O
225
Ossiam
France
$1.23M -$160K -5,396 -11%