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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
SGI
201
Summit Global Investments
Utah
$1.97M +$2.14M +64,247 New
TCPG
202
Trivant Custom Portfolio Group
California
$1.97M +$1.07M +32,094 +100%
TI
203
TrueMark Investments
Illinois
$1.96M +$2.13M +63,956 New
Bessemer Group
204
Bessemer Group
New Jersey
$1.95M +$166K +4,984 +8%
WAAG
205
Wealth Alliance Advisory Group
Kansas
$1.94M
IWC
206
Integrated Wealth Concepts
Massachusetts
$1.94M -$85.8K -2,572 -4%
NRD
207
Nebula Research & Development
New York
$1.93M +$1.8M +54,002 +594%
AQR Capital Management
208
AQR Capital Management
Connecticut
$1.93M +$891K +26,728 +74%
MAM
209
Monaco Asset Management
Monaco
$1.9M +$2.08M +62,500 New
CI
210
Cigna Investments
Connecticut
$1.84M -$19.7K -591 -1%
LWAM
211
Legacy Wealth Asset Management
Minnesota
$1.84M -$10.3K -308 -0.5%
OWM
212
Orca Wealth Management
Florida
$1.84M -$7.64K -229 -0.4%
CIS
213
Capital International Sarl
California
$1.81M
SA
214
swisspartners Advisors
Switzerland
$1.78M +$1.74M +52,277 +373%
PAS
215
Park Avenue Securities
New York
$1.77M +$691K +20,722 +56%
AI
216
Atria Investments
North Carolina
$1.73M +$292K +8,743 +18%
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$1.67M +$446K +13,370 +33%
YCM
218
Yousif Capital Management
Michigan
$1.65M +$5.94K +178 +0.3%
MPPW
219
Mitchell & Pahl Private Wealth
Oklahoma
$1.65M -$54.7K -1,641 -3%
QI
220
Qtron Investments
Massachusetts
$1.63M
CL
221
Choreo LLC
Illinois
$1.58M -$217K -6,512 -11%
Truist Financial
222
Truist Financial
North Carolina
$1.57M -$245K -7,333 -12%
AAS
223
Avantax Advisory Services
Texas
$1.51M +$59.3K +1,778 +4%
Commonwealth Equity Services
224
Commonwealth Equity Services
Massachusetts
$1.5M +$49.2K +1,474 +3%
GT
225
Greenleaf Trust
Michigan
$1.49M +$5.6K +168 +0.3%