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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Parallel Advisors
California
$44K -$323 -17 -0.7%
SWP
252
Stratos Wealth Partners
Ohio
$44K +$6.5K +342 +16%
LWA
253
Lenox Wealth Advisors
New York
$42K +$41.8K +2,198 +1,285%
FDCDDQ
254
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.6K +$3.25K +171 +8%
SFM
255
Signet Financial Management
New Jersey
$37K +$39.9K +2,099 New
WAM
256
Wealthspire Advisors (Maryland)
Maryland
$33K -$17.8K -938 -34%
ASN
257
Advisory Services Network
Georgia
$30K -$16.3K -859 -33%
VFA
258
Valeo Financial Advisors
Indiana
$30K -$1.2K -63 -4%
PCP
259
Proficio Capital Partners
Massachusetts
$27K +$9.26K +487 +47%
BWM
260
Baystate Wealth Management
Massachusetts
$27K +$29.9K +1,572 New
CIBC Private Wealth Group
261
CIBC Private Wealth Group
Georgia
$26K
LFA
262
Legacy Financial Advisors
Kentucky
$25K -$3.67K -193 -12%
TRCT
263
Tower Research Capital (TRC)
New York
$25K +$23.8K +1,250 +694%
Lazard Asset Management
264
Lazard Asset Management
New York
$25K +$27.6K +1,452 New
Bessemer Group
265
Bessemer Group
New Jersey
$23K -$7.83K -412 -24%
SSB
266
Sandy Spring Bank
Maryland
$22K -$15.1K -795 -39%
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$22K -$1.71K -90 -7%
SWM
268
SeaCrest Wealth Management
New York
$22K -$247 -13 -1%
CIP
269
Convergence Investment Partners
Florida
$22K +$23.2K +1,220 New
FPFS
270
First Personal Financial Services
North Carolina
$20K +$21.4K +1,123 New
HR
271
Howe & Rusling
New York
$19K -$20.7K -1,091 -50%
RWA
272
Ropes Wealth Advisors
Massachusetts
$19K
AF
273
Advisornet Financial
Minnesota
$17K -$18.5K -971 -50%
SFSIG
274
San Francisco Sentry Investment Group
California
$16K
FRA
275
Front Row Advisors
California
$15K -$228 -12 -1%