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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
226
Private Capital Group
Connecticut
$65K +$8.53K +629 +14%
WPW
227
Winthrop Partners - WNY
New York
$62.1K
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$53K -$92.2K -6,799 -61%
WT
229
Whittier Trust
California
$52K
CIAS
230
Capital Investment Advisory Services
North Carolina
$52K +$57.2K +4,216 New
PA
231
Parallel Advisors
California
$51K +$19.6K +1,446 +53%
IA
232
IFP Advisors
Florida
$49K -$60.9K -4,487 -53%
CBT
233
Capital Bank & Trust
California
$47K -$6.21M -457,544 -99%
CG
234
Cutler Group
California
$47K -$78.7K -5,800 -60%
BBA
235
Braun-Bostich & Associates
Pennsylvania
$44K -$19K -1,404 -28%
SIAS
236
Shine Investment Advisory Services
Colorado
$42K
OIA
237
OneDigital Investment Advisors
Kansas
$39K +$43.2K +3,186 New
EFSCE
238
Enterprise Financial Services Corp (EFSC)
Missouri
$38K -$7.04K -519 -14%
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$36K +$25.4K +1,873 +187%
LC
240
Lavaca Capital
Texas
$36K +$39K +2,876 New
ER
241
Enlightenment Research
Florida
$35K +$38K +2,800 New
CCM
242
Covington Capital Management
California
$34K
FHB
243
First Hawaiian Bank
Hawaii
$34K +$54 +4 +0.1%
MA
244
MUFG Americas
New York
$33K
PCM
245
Penserra Capital Management
California
$33K +$3.04K +224 +9%
WAM
246
Wealthspire Advisors (Maryland)
Maryland
$32K -$17.2K -1,270 -33%
FHA
247
Flagship Harbor Advisors
Massachusetts
$31K -$3.83K -282 -10%
AssetMark Inc
248
AssetMark Inc
California
$29K -$21.9K -1,612 -41%
CFG
249
Citizens Financial Group
Rhode Island
$29K -$11.8K -869 -27%
AWM
250
Avior Wealth Management
Nebraska
$29K