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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
PCP
251
Proficio Capital Partners
Massachusetts
$19K +$2.29K +132 +14%
WCM
252
Whitener Capital Management
North Carolina
$18K +$17.4K +1,000 New
SFSIG
253
San Francisco Sentry Investment Group
California
$17K -$4.34K -250 -22%
AFNAS
254
American Financial Network Advisory Services
California
$17K
TL
255
TrueWealth LLC
Georgia
$17K +$15.6K +900 New
FRA
256
Front Row Advisors
California
$15K +$14.6K +838 New
TCOV
257
Trust Company of Vermont
Vermont
$14K -$5.96K -343 -31%
FHA
258
First Horizon Advisors
Tennessee
$14K
CA
259
Centerpoint Advisors
Massachusetts
$14K +$13.3K +764 New
RPC
260
Rossmore Private Capital
Connecticut
$13.2K +$12.5K +720 New
CCM
261
Causeway Capital Management
California
$11K -$4.26K -245 -29%
MPPLM
262
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$11K +$10.4K +600 New
GRP
263
Global Retirement Partners
California
$10K +$9.14K +526 New
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$10K +$9.59K +552 New
EARNEST Partners
265
EARNEST Partners
Georgia
$10K +$9.91K +570 New
AF
266
Allworth Financial
California
$8K
WWMSC
267
Wagner Wealth Management (South Carolina)
South Carolina
$7K
DVM
268
Dreman Value Management
Florida
$6K
DCM
269
Delpha Capital Management
New York
$6K +$5.27K +303 New
WTC
270
WhitTier Trust Company
Nevada
$5K
HCC
271
Hirtle Callaghan & Co
Pennsylvania
$5K +$4.66K +268 New
SPI
272
Santori & Peters Inc
Pennsylvania
$5K +$5.41K +311 New
AAP
273
Arax Advisory Partners
Colorado
$4K
FCB
274
First Command Bank
Texas
$4K
FCFS
275
First Command Financial Services
Texas
$4K