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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
226
JFS Wealth Advisors
Pennsylvania
$127K
QCG
227
Quadrant Capital Group
Ohio
$117K +$9.59K +610 +8%
TPWA
228
TRUE Private Wealth Advisors
Oregon
$107K +$107K +6,793 New
Bessemer Group
229
Bessemer Group
New Jersey
$89K +$67.5K +4,295 +324%
HNB
230
Huntington National Bank
Ohio
$86K +$18.1K +1,149 +27%
WPW
231
Winthrop Partners - WNY
New York
$78.9K
BBA
232
Braun-Bostich & Associates
Pennsylvania
$78K
PCG
233
Private Capital Group
Connecticut
$72K +$3.4K +216 +5%
WT
234
Whittier Trust
California
$67K +$13.4K +854 +25%
AssetMark Inc
235
AssetMark Inc
California
$62K -$2.92K -186 -5%
ZB
236
Zions Bancorporation
Utah
$62K +$7.25K +461 +13%
WAM
237
Wealthspire Advisors (Maryland)
Maryland
$60K +$29.2K +1,857 +95%
EFSCE
238
Enterprise Financial Services Corp (EFSC)
Missouri
$56K
SIAS
239
Shine Investment Advisory Services
Colorado
$53K
VFA
240
Valeo Financial Advisors
Indiana
$51K -$236 -15 -0.4%
CFG
241
Citizens Financial Group
Rhode Island
$51K +$6.67K +424 +15%
WWM
242
Willingdon Wealth Management
North Carolina
$49K +$11.9K +755 +32%
FHA
243
Flagship Harbor Advisors
Massachusetts
$44K -$3.93K -250 -8%
CCM
244
Covington Capital Management
California
$43K
PA
245
Parallel Advisors
California
$43K +$8.9K +566 +26%
FHB
246
First Hawaiian Bank
Hawaii
$43K +$42.9K +2,726 New
MA
247
MUFG Americas
New York
$42K -$1.38K -88 -3%
PCM
248
Penserra Capital Management
California
$39K -$13.3K -843 -25%
AWM
249
Avior Wealth Management
Nebraska
$38K +$37.7K +2,400 New
SFM
250
Signet Financial Management
New Jersey
$33K