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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
CF
251
Centaurus Financial
California
$35.6K +$1.5K +118 +38%
LC
252
Lavaca Capital
Texas
$35K
AWM
253
Avior Wealth Management
Nebraska
$35K +$6.33K +500 +21%
PCM
254
Penserra Capital Management
California
$34K -$2.38K -188 -7%
FHB
255
First Hawaiian Bank
Hawaii
$34K +$1.39K +110 +4%
CCM
256
Covington Capital Management
California
$33K
OIA
257
OneDigital Investment Advisors
Kansas
$32K -$6.87K -542 -17%
MA
258
MUFG Americas
New York
$32K -$633 -50 -2%
WAM
259
Wealthspire Advisors (Maryland)
Maryland
$30K -$1.32K -104 -4%
IA
260
IFP Advisors
Florida
$28K -$22.2K -1,754 -44%
FHA
261
Flagship Harbor Advisors
Massachusetts
$28K -$2.28K -180 -7%
AssetMark Inc
262
AssetMark Inc
California
$27K -$1.8K -142 -6%
Rockefeller Capital Management
263
Rockefeller Capital Management
New York
$25K +$26.3K +2,076 New
HNB
264
Huntington National Bank
Ohio
$24K -$43.7K -3,450 -63%
CFA
265
Camarda Financial Advisors
Florida
$24K +$25.2K +1,988 New
WCM
266
Whitener Capital Management
North Carolina
$23K
BWM
267
Baystate Wealth Management
Massachusetts
$22K
ZB
268
Zions Bancorporation
Utah
$22K +$1K +79 +4%
ASN
269
Advisory Services Network
Georgia
$21K +$4.66K +368 +27%
GSWM
270
Golden State Wealth Management
California
$21K +$21.5K +1,699 New
BGIM
271
Brandywine Global Investment Management
Pennsylvania
$18K
LFA
272
Legacy Financial Advisors
Kentucky
$17K
ME
273
McIlrath & Eck
Washington
$17K +$9.78K +772 +119%
AF
274
Advisornet Financial
Minnesota
$16K
AIA
275
Alera Investment Advisors
Illinois
$16K +$1.54K +122 +10%