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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
251
Legacy Financial Advisors
Kentucky
$21K -$1.33K -82 -6%
Bessemer Group
252
Bessemer Group
New Jersey
$20K
SSB
253
Sandy Spring Bank
Maryland
$19K
SWM
254
SeaCrest Wealth Management
New York
$19K +$228 +14 +1%
PCP
255
Proficio Capital Partners
Massachusetts
$18K -$5.94K -365 -24%
FPFS
256
First Personal Financial Services
North Carolina
$17K
HR
257
Howe & Rusling
New York
$17K
RWA
258
Ropes Wealth Advisors
Massachusetts
$17K
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$15K -$4.23K -260 -21%
SPIA
260
Steward Partners Investment Advisory
New York
$14K +$9.53K +586 +203%
APA
261
American Portfolios Advisors
New York
$13.1K +$651 +40 +5%
FRA
262
Front Row Advisors
California
$13K -$114 -7 -0.8%
CA
263
Centerpoint Advisors
Massachusetts
$12K
FHA
264
First Horizon Advisors
Tennessee
$12K
UBS AM
265
UBS AM
Illinois
$11.2K +$11.9K +730 New
GWM
266
Geneos Wealth Management
Colorado
$10K
CF
267
Centaurus Financial
California
$10K +$10.4K +642 New
ME
268
McIlrath & Eck
Washington
$10K +$10.6K +650 New
EARNEST Partners
269
EARNEST Partners
Georgia
$9K
MPPLM
270
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$9K
TWA
271
TCI Wealth Advisors
Arizona
$9K +$9.87K +607 New
PMFA
272
Plante Moran Financial Advisors
Michigan
$8K -$1.42K -87 -14%
FMII
273
Farmers & Merchants Investments Inc
Nebraska
$7K
AF
274
Allworth Financial
California
$6K
CCM
275
Causeway Capital Management
California
$6K