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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
226
Shine Investment Advisory Services
Colorado
$62K -$4.95K -285 -8%
WT
227
Whittier Trust
California
$62K +$4.52K +260 +8%
PGA
228
Premia Global Advisors
Florida
$58K +$55.4K +3,186 New
EWM
229
Evercore Wealth Management
New York
$55K
CMO
230
Covenant Multifamily Offices
Texas
$54K +$51.1K +2,940 New
WAM
231
Wealthspire Advisors (Maryland)
Maryland
$51K -$3.51K -202 -7%
CCM
232
Covington Capital Management
California
$50K
ASN
233
Advisory Services Network
Georgia
$47K +$12K +689 +37%
CFG
234
Citizens Financial Group
Rhode Island
$46K -$8.79K -506 -17%
PA
235
Parallel Advisors
California
$46K
FDCDDQ
236
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.2K +$18.5K +1,065 +95%
HR
237
Howe & Rusling
New York
$40K
SWP
238
Stratos Wealth Partners
Ohio
$39K +$37K +2,130 New
SSB
239
Sandy Spring Bank
Maryland
$38K +$35.6K +2,049 New
AF
240
Advisornet Financial
Minnesota
$36K +$34.1K +1,960 New
Bessemer Group
241
Bessemer Group
New Jersey
$32K -$9.7K -558 -24%
VFA
242
Valeo Financial Advisors
Indiana
$32K +$17.6K +1,015 +140%
LFA
243
Legacy Financial Advisors
Kentucky
$30K +$28.7K +1,649 New
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$27K +$25.5K +1,467 New
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$25K +$2.12K +122 +10%
OFW
246
Omnia Family Wealth
Florida
$23K +$21.3K +1,226 New
SWM
247
SeaCrest Wealth Management
New York
$23K +$22K +1,265 New
WA
248
Winfield Associates
Ohio
$22K
RWA
249
Ropes Wealth Advisors
Massachusetts
$20K
PWM
250
Paulson Wealth Management
Illinois
$20K +$18.8K +1,084 New