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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
RFWA
226
RPg Family Wealth Advisory
Massachusetts
$13.5K -$8.1K -530 -34%
MFS
227
MSI Financial Services
Massachusetts
$11K -$5.06K -331 -28%
ASN
228
Advisory Services Network
Georgia
$9K +$764 +50 +7%
Nisa Investment Advisors
229
Nisa Investment Advisors
Missouri
$8K +$1.24K +81 +17%
WAM
230
Wealthspire Advisors (Maryland)
Maryland
$8K +$2.75K +180 +42%
LWA
231
Lenox Wealth Advisors
New York
$8K +$9.05K +592 New
RFA
232
Reilly Financial Advisors
California
$5K -$6.62M -433,405 -100%
FMII
233
Farmers & Merchants Investments Inc
Nebraska
$5K -$917 -60 -14%
NFG
234
Next Financial Group
Texas
$5K +$3.35K +219 +121%
ACS
235
Archford Capital Strategies
Illinois
$4K +$3.67K +240 New
HIIFS
236
Harel Insurance Investments & Financial Services
Israel
$2K – – –
PFBT
237
Parkside Financial Bank & Trust
Missouri
$2K – – –
PMFA
238
Plante Moran Financial Advisors
Michigan
$2K – – –
BIM
239
BlackRock Investment Management
Delaware
$2K +$2.03K +133 New
RWM
240
Raffa Wealth Management
District of Columbia
$1.84K +$1.54K +101 +246%
WP
241
WealthPLAN Partners
Nebraska
$1.54K +$3.64K +238 New
FNBT
242
FineMark National Bank & Trust
Florida
$1K – – –
IWMPD
243
Integrated Wealth Management (Palm Desert)
California
$1K – – –
WRM
244
Westport Resources Management
Connecticut
$1K – – –
MWP
245
MYCIO Wealth Partners
Pennsylvania
$1K +$917 +60 New
CHC
246
City Holding Co
West Virginia
$1K +$1.01K +66 New
PCP
247
Proficio Capital Partners
Massachusetts
$1K +$1.33K +87 New
SCM
248
Southport Capital Management
Tennessee
$1K +$1.53K +100 New
WEC
249
Winslow Evans & Crocker
Massachusetts
$390 – – –
GTP
250
Global Thematic Partners
New York
– -$166M -10,344,051 Closed