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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
226
Burt Wealth Advisors
Maryland
$8K +$8.96K +459 New
FPFS
227
First Personal Financial Services
North Carolina
$5K
AssetMark Inc
228
AssetMark Inc
California
$5K +$5.11K +262 New
BNP Paribas Financial Markets
229
BNP Paribas Financial Markets
France
$4.26K -$3.67K -188 -46%
ACS
230
Archford Capital Strategies
Illinois
$4K
HIIFS
231
Harel Insurance Investments & Financial Services
Israel
$4K +$3.9K +200 New
BBHC
232
Brown Brothers Harriman & Co
New York
$3K
PFBT
233
Parkside Financial Bank & Trust
Missouri
$3K
AF
234
Arrow Financial
New York
$3K +$3.02K +155 New
AIA
235
Allegis Investment Advisors
Idaho
$3K +$3.42K +175 New
LWA
236
Lenox Wealth Advisors
New York
$2K -$6.24K -320 -74%
FNBT
237
FineMark National Bank & Trust
Florida
$2K
KCPG
238
Kavar Capital Partners Group
Kansas
$2K
MFBTD
239
MB Financial Bank - Trust Department
Illinois
$2K
WRM
240
Westport Resources Management
Connecticut
$2K
TRCT
241
Tower Research Capital (TRC)
New York
$2K +$1.64K +84 New
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.83K +94 New
IWMPD
243
Integrated Wealth Management (Palm Desert)
California
$2K +$2.07K +106 New
SSB
244
Sandy Spring Bank
Maryland
$2K +$2.15K +110 New
OC
245
Oakworth Capital
Alabama
$1K
RWM
246
Raffa Wealth Management
District of Columbia
$794
WEC
247
Winslow Evans & Crocker
Massachusetts
$582
Dodge & Cox
248
Dodge & Cox
California
-$566M -30,534,700 Closed
AIU
249
Algebris Investments (UK)
United Kingdom
-$10M -541,975 Closed
GC
250
Gratry & Company
Ohio
-$4.49M -242,445 Closed