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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Advisornet Financial
Minnesota
$91K +$23.1K +1,945 +37%
APA
227
American Portfolios Advisors
New York
$82K +$77.6K +6,522 New
HNB
228
Huntington National Bank
Ohio
$81K +$56.2K +4,723 +277%
TPCW
229
TD Private Client Wealth
New York
$74.2K +$70.1K +5,898 New
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$74K +$2.5K +210 +4%
FIB
231
First Interstate Bank
Montana
$65K -$44.5K -3,740 -42%
FPS
232
Fieldpoint Private Securities
Connecticut
$63K +$59.5K +5,000 New
ASN
233
Advisory Services Network
Georgia
$54K +$19.7K +1,659 +62%
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$53K +$49.6K +4,173 +37,936%
KPW
235
Kore Private Wealth
New York
$52K -$101K -8,451 -67%
PA
236
Parallel Advisors
California
$51K +$3.89K +327 +9%
WT
237
Whittier Trust
California
$50K
PCM
238
Prelude Capital Management
New York
$48K +$45.8K +3,850 New
BL
239
Balentine LLC
Georgia
$39K +$36.4K +3,063 New
EFSCE
240
Enterprise Financial Services Corp (EFSC)
Missouri
$36K
FHA
241
Flagship Harbor Advisors
Massachusetts
$31K +$3K +252 +11%
CFG
242
Citizens Financial Group
Rhode Island
$28K -$4.35K -366 -14%
MA
243
MUFG Americas
New York
$28K
AIC
244
Ameritas Investment Company
Nebraska
$28K +$23.6K +1,983 +944%
FDCDDQ
245
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.3K
SIAS
246
Shine Investment Advisory Services
Colorado
$25K
ETI
247
Enterprise Trust & Investment
California
$22K
GDP
248
Great Diamond Partners
Maine
$22K +$21K +1,767 New
ME
249
McIlrath & Eck
Washington
$18K
EW
250
Evoke Wealth
California
$16.5K -$119 -10 -0.8%