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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%
PCG
228
Private Capital Group
Connecticut
$60K +$56.9K +3,272 New
PGA
229
Premia Global Advisors
Florida
$58K +$55.4K +3,186 New
EWM
230
Evercore Wealth Management
New York
$55K – – –
CMO
231
Covenant Multifamily Offices
Texas
$54K +$51.1K +2,940 New
WAM
232
Wealthspire Advisors (Maryland)
Maryland
$51K -$3.51K -202 -7%
CCM
233
Covington Capital Management
California
$50K – – –
ASN
234
Advisory Services Network
Georgia
$47K +$12K +689 +37%
CFG
235
Citizens Financial Group
Rhode Island
$46K -$8.79K -506 -17%
PA
236
Parallel Advisors
California
$46K – – –
FDCDDQ
237
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.2K +$18.5K +1,065 +95%
HR
238
Howe & Rusling
New York
$40K – – –
SWP
239
Stratos Wealth Partners
Ohio
$39K +$37K +2,130 New
SSB
240
Sandy Spring Bank
Maryland
$38K +$35.6K +2,049 New
AF
241
Advisornet Financial
Minnesota
$36K +$34.1K +1,960 New
Bessemer Group
242
Bessemer Group
New Jersey
$32K -$9.7K -558 -24%
VFA
243
Valeo Financial Advisors
Indiana
$32K +$17.6K +1,015 +140%
LFA
244
Legacy Financial Advisors
Kentucky
$30K +$28.7K +1,649 New
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$27K +$25.5K +1,467 New
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$25K +$2.12K +122 +10%
OFW
247
Omnia Family Wealth
Florida
$23K +$21.3K +1,226 New
SWM
248
SeaCrest Wealth Management
New York
$23K +$22K +1,265 New
WA
249
Winfield Associates
Ohio
$22K – – –
RWA
250
Ropes Wealth Advisors
Massachusetts
$20K – – –