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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
226
Advisory Services Network
Georgia
$9K +$764 +50 +7%
Nisa Investment Advisors
227
Nisa Investment Advisors
Missouri
$8K +$1.24K +81 +17%
WAM
228
Wealthspire Advisors (Maryland)
Maryland
$8K +$2.75K +180 +42%
LWA
229
Lenox Wealth Advisors
New York
$8K +$9.05K +592 New
SI
230
Sentry Investments
Ontario, Canada
$7.44K +$26K +1,700 +0.3%
RFA
231
Reilly Financial Advisors
California
$5K -$6.62M -433,405 -100%
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$5K -$917 -60 -14%
NFG
233
Next Financial Group
Texas
$5K +$3.35K +219 +121%
ACS
234
Archford Capital Strategies
Illinois
$4K +$3.67K +240 New
HIIFS
235
Harel Insurance Investments & Financial Services
Israel
$2K
PFBT
236
Parkside Financial Bank & Trust
Missouri
$2K
PMFA
237
Plante Moran Financial Advisors
Michigan
$2K
BIM
238
BlackRock Investment Management
Delaware
$2K +$2.03K +133 New
RWM
239
Raffa Wealth Management
District of Columbia
$1.84K +$1.54K +101 +246%
WP
240
WealthPLAN Partners
Nebraska
$1.54K +$3.64K +238 New
FNBT
241
FineMark National Bank & Trust
Florida
$1K
IWMPD
242
Integrated Wealth Management (Palm Desert)
California
$1K
WRM
243
Westport Resources Management
Connecticut
$1K
MWP
244
MYCIO Wealth Partners
Pennsylvania
$1K +$917 +60 New
CHC
245
City Holding Co
West Virginia
$1K +$1.01K +66 New
PCP
246
Proficio Capital Partners
Massachusetts
$1K +$1.33K +87 New
SCM
247
Southport Capital Management
Tennessee
$1K +$1.53K +100 New
AT
248
Arden Trust
Delaware
$736 +$28.7K +1,880 +3%
WEC
249
Winslow Evans & Crocker
Massachusetts
$390
GTP
250
Global Thematic Partners
New York
-$166M -10,344,051 Closed