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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
226
Wealthspire Advisors (Maryland)
Maryland
$47K +$17.7K +1,088 +65%
FANJ
227
Financial Architects (New Jersey)
New Jersey
$42K +$40.6K +2,500 New
ASN
228
Advisory Services Network
Georgia
$32K
BBHC
229
Brown Brothers Harriman & Co
New York
$32K +$30.3K +1,866 New
TDC
230
Thompson Davis & Co
Virginia
$31K +$488 +30 +2%
PG
231
PEAK6 Group
Illinois
$27K -$16.4K -1,007 -39%
NA
232
NewEdge Advisors
Louisiana
$26.9K +$24.9K +1,532 New
FHA
233
First Horizon Advisors
Tennessee
$26K +$878 +54 +4%
Bessemer Group
234
Bessemer Group
New Jersey
$24K -$563K -34,630 -96%
ZB
235
Zions Bancorporation
Utah
$23K -$8.31K -511 -27%
WA
236
Winfield Associates
Ohio
$20K +$1.71K +105 +10%
SFSIG
237
San Francisco Sentry Investment Group
California
$20K +$18.9K +1,162 New
FDCDDQ
238
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.1K
RWA
239
Ropes Wealth Advisors
Massachusetts
$19K
TCOV
240
Trust Company of Vermont
Vermont
$19K
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$17K
PCP
242
Proficio Capital Partners
Massachusetts
$16K +$163 +10 +1%
CCM
243
Causeway Capital Management
California
$15K -$6.18M -379,943 -100%
SQA
244
Simon Quick Advisors
New Jersey
$14K
WIM
245
Westside Investment Management
California
$13K
DVM
246
Dreman Value Management
Florida
$6K +$5.56K +342 New
Lazard Asset Management
247
Lazard Asset Management
New York
$5K -$3.02K -186 -38%
TRCT
248
Tower Research Capital (TRC)
New York
$5K +$1.28K +79 +33%
CTC
249
Central Trust Company
Missouri
$5K +$4.5K +277 New
AAP
250
Arax Advisory Partners
Colorado
$3K