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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%
Walleye Trading
232
Walleye Trading
New York
$27K +$26.3K +1,617 New
NA
233
NewEdge Advisors
Louisiana
$26.9K +$24.9K +1,532 New
FHA
234
First Horizon Advisors
Tennessee
$26K +$878 +54 +4%
IWM
235
IHT Wealth Management
Illinois
$25K – – –
Bessemer Group
236
Bessemer Group
New Jersey
$24K -$563K -34,630 -96%
ZB
237
Zions Bancorporation
Utah
$23K -$8.31K -511 -27%
WA
238
Winfield Associates
Ohio
$20K +$1.71K +105 +10%
SFSIG
239
San Francisco Sentry Investment Group
California
$20K +$18.9K +1,162 New
FDCDDQ
240
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.1K – – –
RWA
241
Ropes Wealth Advisors
Massachusetts
$19K – – –
TCOV
242
Trust Company of Vermont
Vermont
$19K – – –
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
PCP
244
Proficio Capital Partners
Massachusetts
$16K +$163 +10 +1%
CCM
245
Causeway Capital Management
California
$15K -$6.18M -379,943 -100%
SQA
246
Simon Quick Advisors
New Jersey
$14K – – –
WIM
247
Westside Investment Management
California
$13K – – –
DVM
248
Dreman Value Management
Florida
$6K +$5.56K +342 New
Lazard Asset Management
249
Lazard Asset Management
New York
$5K -$3.02K -186 -38%
TRCT
250
Tower Research Capital (TRC)
New York
$5K +$1.28K +79 +33%