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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
201
Integrated Wealth Concepts
Massachusetts
$2.84M +$223K +5,750 +9%
PCM
202
Permanent Capital Management
Illinois
$2.84M +$2.69M +69,327 New
HFS
203
Hantz Financial Services
Michigan
$2.82M -$251K -6,468 -9%
VT
204
Vise Technologies
New York
$2.8M +$438K +11,274 +20%
CL
205
Choreo LLC
Illinois
$2.79M +$144K +3,708 +6%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$2.69M +$88.5K +2,279 +4%
SAG
207
Susquehanna Advisors Group
Pennsylvania
$2.67M +$2.53M +65,200 New
TCPG
208
Trivant Custom Portfolio Group
California
$2.64M -$2.33K -60 -0.1%
OBAM
209
ODDO BHF Asset Management
France
$2.64M -$1.81M -46,701 -37%
WAAG
210
Wealth Alliance Advisory Group
Kansas
$2.57M -$28.2K -725 -1%
Bessemer Group
211
Bessemer Group
New Jersey
$2.49M -$268K -6,889 -10%
ACM
212
Advisors Capital Management
New Jersey
$2.49M +$312K +8,044 +15%
OWM
213
Orca Wealth Management
Florida
$2.46M -$44.1K -1,135 -2%
BCM
214
BTC Capital Management
Iowa
$2.43M +$540K +13,898 +31%
OQS
215
Occudo Quantitative Strategies
Florida
$2.43M +$2.3M +59,318 New
LWAM
216
Legacy Wealth Asset Management
Minnesota
$2.38M -$987K -25,404 -30%
GLF
217
Groupe la Francaise
France
$2.35M -$2.38M -61,371 -51%
CI
218
Cigna Investments
Connecticut
$2.34M -$98.5K -2,537 -4%
FFM
219
Forum Financial Management
Illinois
$2.31M +$1.86K +48 +0.1%
TPW
220
Transatlantique Private Wealth
New York
$2.29M +$82.7K +2,130 +4%
CL
221
CIM LLC
New York
$2.27M +$2.15M +55,456 New
MG
222
Marex Group
$2.21M +$2.1M +54,183 New
PAS
223
Park Avenue Securities
New York
$2.21M -$16K -412 -0.8%
MPPW
224
Mitchell & Pahl Private Wealth
Oklahoma
$2.2M -$39.5K -1,016 -2%
CIEC
225
Crédit Industriel et Commercial
France
$2.2M -$3.63M -93,500 -63%