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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
226
Valeo Financial Advisors
Indiana
$58K +$34K +2,089 +125%
EFSCE
227
Enterprise Financial Services Corp (EFSC)
Missouri
$55K -$4.42K -272 -7%
ZB
228
Zions Bancorporation
Utah
$54K +$57K +3,503 New
OIA
229
OneDigital Investment Advisors
Kansas
$52K -$4.47K -275 -7%
SIAS
230
Shine Investment Advisory Services
Colorado
$52K
WT
231
Whittier Trust
California
$52K
PCM
232
Penserra Capital Management
California
$51K +$12.3K +755 +29%
FHA
233
Flagship Harbor Advisors
Massachusetts
$47K +$50.1K +3,082 New
CFG
234
Citizens Financial Group
Rhode Island
$44K -$3.09K -190 -6%
CCM
235
Covington Capital Management
California
$42K
MA
236
MUFG Americas
New York
$42K +$2.9K +178 +7%
SIS
237
Sound Income Strategies
Florida
$41K +$35.2K +2,162 +432%
WWM
238
Willingdon Wealth Management
North Carolina
$36K +$30.8K +1,895 +424%
PA
239
Parallel Advisors
California
$33K -$5.56K -342 -14%
SFM
240
Signet Financial Management
New Jersey
$32K
WAM
241
Wealthspire Advisors (Maryland)
Maryland
$30K +$1.84K +113 +6%
ASN
242
Advisory Services Network
Georgia
$27K
AF
243
Advisornet Financial
Minnesota
$26K +$11K +677 +68%
BWM
244
Baystate Wealth Management
Massachusetts
$24K +$1.02K +63 +4%
AAP
245
Arax Advisory Partners
Colorado
$24K +$18.3K +1,123 +248%
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$23K
AA
247
Apriem Advisors
California
$23K +$24.4K +1,500 New
AWM
248
AllSquare Wealth Management
New York
$22K +$23.3K +1,430 New
BGIM
249
Brandywine Global Investment Management
Pennsylvania
$22K +$23.8K +1,461 New
LWA
250
Lenox Wealth Advisors
New York
$21K -$15.9K -975 -41%