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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
226
Plante Moran Financial Advisors
Michigan
$2K -$19.8K -1,220 -89%
HIIFS
227
Harel Insurance Investments & Financial Services
Israel
$2K -$812 -50 -25%
IWMPD
228
Integrated Wealth Management (Palm Desert)
California
$2K – – –
SSB
229
Sandy Spring Bank
Maryland
$2K – – –
WRM
230
Westport Resources Management
Connecticut
$2K – – –
NFG
231
Next Financial Group
Texas
$2K +$2.13K +131 +262%
FNBT
232
FineMark National Bank & Trust
Florida
$1K -$747 -46 -41%
TRCT
233
Tower Research Capital (TRC)
New York
$1K +$16 +1 +1%
RWM
234
Raffa Wealth Management
District of Columbia
$657 – – –
WEC
235
Winslow Evans & Crocker
Massachusetts
$481 – – –
Mackenzie Financial
236
Mackenzie Financial
Ontario, Canada
– -$40.9M -2,075,665 Closed
BKBG
237
BHF Kleinwort Benson Group
Belgium
– -$20.2M -1,035,657 Closed
ED
238
Exane Derivatives
France
– -$9.12M -561,329 Closed
CPS
239
Counsel Portfolio Services
Ontario, Canada
– -$7.04M -356,900 Closed
TCM
240
Tran Capital Management
California
– -$5.93M -306,225 Closed
FHAM
241
Folger Hill Asset Management
New York
– -$5.77M -296,084 Closed
WHG
242
Westwood Holdings Group
Texas
– -$5.54M -284,253 Closed
Stifel Financial
243
Stifel Financial
Missouri
– -$4.44M -228,820 Closed
PC
244
Pelham Capital
United Kingdom
– -$4.36M -225,000 Closed
FMT
245
First Mercantile Trust
Tennessee
– -$3.01M -155,575 Closed
HGI
246
Hansberger Growth Investors
Wisconsin
– -$2.13M -109,917 Closed
AP
247
Advisor Partners
California
– -$1.23M -63,224 Closed
Citadel Advisors
248
Citadel Advisors
Florida
– -$842K -51,818 Closed
EAM
249
Exane Asset Management
France
– -$1M -51,500 Closed
CFP
250
Cornerstone Financial Partners
North Carolina
– -$731K -37,887 Closed