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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
251
Citizens Financial Group
Rhode Island
$29K -$11.8K -869 -27%
AWM
252
Avior Wealth Management
Nebraska
$29K – – –
WCM
253
Whitener Capital Management
North Carolina
$23K – – –
BL
254
Balentine LLC
Georgia
$23K +$19.8K +1,462 +360%
WANY
255
Wealthspire Advisors (New York)
New York
$23K +$25.5K +1,877 New
MOS
256
MGO One Seven
Ohio
$23K +$25.9K +1,909 New
ZB
257
Zions Bancorporation
Utah
$22K -$29.9K -2,202 -56%
BWM
258
Baystate Wealth Management
Massachusetts
$22K – – –
BGIM
259
Brandywine Global Investment Management
Pennsylvania
$19K – – –
LFA
260
Legacy Financial Advisors
Kentucky
$18K -$7.12K -525 -27%
AWM
261
AllSquare Wealth Management
New York
$18K – – –
AF
262
Advisornet Financial
Minnesota
$16K -$2.98K -220 -14%
ASN
263
Advisory Services Network
Georgia
$16K +$1K +74 +6%
HR
264
Howe & Rusling
New York
$15K +$1.06K +78 +7%
AIA
265
Alera Investment Advisors
Illinois
$15K +$16.6K +1,227 New
RWA
266
Ropes Wealth Advisors
Massachusetts
$14K – – –
PCP
267
Proficio Capital Partners
Massachusetts
$13K -$8.96K -661 -38%
SWM
268
SeaCrest Wealth Management
New York
$13K – – –
CA
269
Claro Advisors
Massachusetts
$13K +$11.3K +832 New
CC
270
Claybrook Capital
Massachusetts
$13K +$14.3K +1,054 New
WDL
271
Well Done LLC
Michigan
$13K +$14.3K +1,054 New
FC
272
Ferris Capital
Massachusetts
$11K +$12.2K +900 New
WTB
273
Washington Trust Bank
Washington
$10K – – –
GSC
274
G&S Capital
Colorado
$10K +$10.5K +774 New
APW
275
Acima Private Wealth
Virginia
$10K +$10.8K +795 New
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