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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
BIG
226
Bellwether Investment Group
Tennessee
$19K +$18K +1,198 New
RFM
227
Royal Fund Management
Florida
$18K +$17.5K +1,160 New
WA
228
Winfield Associates
Ohio
$17K -$151 -10 -0.9%
RWA
229
Ropes Wealth Advisors
Massachusetts
$17K
MFS
230
MSI Financial Services
Massachusetts
$17K +$3.28K +218 +25%
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$16K -$3.69K -245 -20%
WA
232
WFG Advisors
Texas
$14K -$10.8K -717 -45%
WIM
233
Westside Investment Management
California
$10.4K +$9.38K +623 New
WAM
234
Wealthspire Advisors (Maryland)
Maryland
$10K +$346 +23 +4%
Nisa Investment Advisors
235
Nisa Investment Advisors
Missouri
$9K
PCP
236
Proficio Capital Partners
Massachusetts
$9K +$7.17K +476 +547%
WC
237
Whitnell & Co
Illinois
$7K
GI
238
Gradient Investments
Minnesota
$7K +$1.48K +98 +27%
NFG
239
Next Financial Group
Texas
$6K -$1.24K -82 -17%
DVM
240
Dreman Value Management
Florida
$5K -$32.8K -2,178 -86%
YWP
241
YorkBridge Wealth Partners
New York
$5K +$4.34K +288 New
SIC
242
Salem Investment Counselors
North Carolina
$5K +$4.56K +303 New
CTC
243
Central Trust Company
Missouri
$5K +$5.12K +340 New
PMFA
244
Plante Moran Financial Advisors
Michigan
$4K +$1.78K +118 +79%
IWA
245
IBEX Wealth Advisors
New Jersey
$3K +$2.41K +160 New
AAP
246
Arax Advisory Partners
Colorado
$3K +$2.91K +193 New
RWM
247
Raffa Wealth Management
District of Columbia
$2.23K
FAN
248
Financial Advisors Network
California
$2.1K +$1.94K +129 New
GBT
249
Grove Bank & Trust
Florida
$2K +$2.26K +150 New
ACS
250
Archford Capital Strategies
Illinois
$1K