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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
251
Paulson Wealth Management
Illinois
$20K +$18.8K +1,084 New
PCP
252
Proficio Capital Partners
Massachusetts
$19K +$2.29K +132 +14%
WCM
253
Whitener Capital Management
North Carolina
$18K +$17.4K +1,000 New
SFSIG
254
San Francisco Sentry Investment Group
California
$17K -$4.34K -250 -22%
AFNAS
255
American Financial Network Advisory Services
California
$17K – – –
TL
256
TrueWealth LLC
Georgia
$17K +$15.6K +900 New
FRA
257
Front Row Advisors
California
$15K +$14.6K +838 New
TCOV
258
Trust Company of Vermont
Vermont
$14K -$5.96K -343 -31%
FHA
259
First Horizon Advisors
Tennessee
$14K – – –
CA
260
Centerpoint Advisors
Massachusetts
$14K +$13.3K +764 New
RPC
261
Rossmore Private Capital
Connecticut
$13.2K +$12.5K +720 New
CCM
262
Causeway Capital Management
California
$11K -$4.26K -245 -29%
MPPLM
263
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$11K +$10.4K +600 New
GRP
264
Global Retirement Partners
California
$10K +$9.14K +526 New
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
$10K +$9.59K +552 New
EARNEST Partners
266
EARNEST Partners
Georgia
$10K +$9.91K +570 New
AF
267
Allworth Financial
California
$8K – – –
WWMSC
268
Wagner Wealth Management (South Carolina)
South Carolina
$7K – – –
DVM
269
Dreman Value Management
Florida
$6K – – –
DCM
270
Delpha Capital Management
New York
$6K +$5.27K +303 New
WTC
271
WhitTier Trust Company
Nevada
$5K – – –
HCC
272
Hirtle Callaghan & Co
Pennsylvania
$5K +$4.66K +268 New
SPI
273
Santori & Peters Inc
Pennsylvania
$5K +$5.41K +311 New
AAP
274
Arax Advisory Partners
Colorado
$4K – – –
FCB
275
First Command Bank
Texas
$4K – – –