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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
CMO
251
Covenant Multifamily Offices
Texas
$38K +$39.6K +3,127 New
PGA
252
Premia Global Advisors
Florida
$38K +$40.4K +3,186 New
LC
253
Lavaca Capital
Texas
$35K – – –
AWM
254
Avior Wealth Management
Nebraska
$35K +$6.33K +500 +21%
PCM
255
Penserra Capital Management
California
$34K -$2.38K -188 -7%
FHB
256
First Hawaiian Bank
Hawaii
$34K +$1.39K +110 +4%
CCM
257
Covington Capital Management
California
$33K – – –
OIA
258
OneDigital Investment Advisors
Kansas
$32K -$6.87K -542 -17%
MA
259
MUFG Americas
New York
$32K -$633 -50 -2%
WAM
260
Wealthspire Advisors (Maryland)
Maryland
$30K -$1.32K -104 -4%
IA
261
IFP Advisors
Florida
$28K -$22.2K -1,754 -44%
FHA
262
Flagship Harbor Advisors
Massachusetts
$28K -$2.28K -180 -7%
AssetMark Inc
263
AssetMark Inc
California
$27K -$1.8K -142 -6%
Rockefeller Capital Management
264
Rockefeller Capital Management
New York
$25K +$26.3K +2,076 New
HNB
265
Huntington National Bank
Ohio
$24K -$43.7K -3,450 -63%
CFA
266
Camarda Financial Advisors
Florida
$24K +$25.2K +1,988 New
WCM
267
Whitener Capital Management
North Carolina
$23K – – –
BWM
268
Baystate Wealth Management
Massachusetts
$22K – – –
ZB
269
Zions Bancorporation
Utah
$22K +$1K +79 +4%
ASN
270
Advisory Services Network
Georgia
$21K +$4.66K +368 +27%
GSWM
271
Golden State Wealth Management
California
$21K +$21.5K +1,699 New
BGIM
272
Brandywine Global Investment Management
Pennsylvania
$18K – – –
LFA
273
Legacy Financial Advisors
Kentucky
$17K – – –
ME
274
McIlrath & Eck
Washington
$17K +$9.78K +772 +119%
AF
275
Advisornet Financial
Minnesota
$16K – – –