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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
251
Whitener Capital Management
North Carolina
$23K – – –
BL
252
Balentine LLC
Georgia
$23K +$19.8K +1,462 +360%
WANY
253
Wealthspire Advisors (New York)
New York
$23K +$25.5K +1,877 New
MOS
254
MGO One Seven
Ohio
$23K +$25.9K +1,909 New
ZB
255
Zions Bancorporation
Utah
$22K -$29.9K -2,202 -56%
BWM
256
Baystate Wealth Management
Massachusetts
$22K – – –
BGIM
257
Brandywine Global Investment Management
Pennsylvania
$19K – – –
LFA
258
Legacy Financial Advisors
Kentucky
$18K -$7.12K -525 -27%
AWM
259
AllSquare Wealth Management
New York
$18K – – –
AF
260
Advisornet Financial
Minnesota
$16K -$2.98K -220 -14%
ASN
261
Advisory Services Network
Georgia
$16K +$1K +74 +6%
HR
262
Howe & Rusling
New York
$15K +$1.06K +78 +7%
AIA
263
Alera Investment Advisors
Illinois
$15K +$16.6K +1,227 New
RWA
264
Ropes Wealth Advisors
Massachusetts
$14K – – –
PCP
265
Proficio Capital Partners
Massachusetts
$13K -$8.96K -661 -38%
SWM
266
SeaCrest Wealth Management
New York
$13K – – –
CA
267
Claro Advisors
Massachusetts
$13K +$11.3K +832 New
CC
268
Claybrook Capital
Massachusetts
$13K +$14.3K +1,054 New
WDL
269
Well Done LLC
Michigan
$13K +$14.3K +1,054 New
FC
270
Ferris Capital
Massachusetts
$11K +$12.2K +900 New
WTB
271
Washington Trust Bank
Washington
$10K – – –
GSC
272
G&S Capital
Colorado
$10K +$10.5K +774 New
APW
273
Acima Private Wealth
Virginia
$10K +$10.8K +795 New
FCA
274
FinTrust Capital Advisors
South Carolina
$10K +$10.9K +800 New
CA
275
Centerpoint Advisors
Massachusetts
$9K – – –
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