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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
251
Citizens Financial Group
Rhode Island
$28K -$21.3K -1,734 -42%
HNB
252
Huntington National Bank
Ohio
$27K +$3.3K +269 +13%
ZB
253
Zions Bancorporation
Utah
$24K +$2.27K +185 +10%
BL
254
Balentine LLC
Georgia
$23K +$23.8K +1,941 New
WCM
255
Whitener Capital Management
North Carolina
$22K
SPIA
256
Steward Partners Investment Advisory
New York
$22K +$22.9K +1,865 New
BWM
257
Baystate Wealth Management
Massachusetts
$21K +$1.15K +94 +6%
BGIM
258
Brandywine Global Investment Management
Pennsylvania
$18K
GSWM
259
Golden State Wealth Management
California
$17K -$2.75K -224 -13%
ME
260
McIlrath & Eck
Washington
$17K
FEG
261
Financial Enhancement Group
Indiana
$16K
CAPTRUST Financial Advisors
262
CAPTRUST Financial Advisors
North Carolina
$16K +$7.34K +599 +79%
BCA
263
Berman Capital Advisors
Georgia
$16K +$7.43K +606 +76%
CFA
264
Carroll Financial Associates
North Carolina
$16K +$16.9K +1,377 New
ACA
265
Atlas Capital Advisors
Wyoming
$14.6K
Rockefeller Capital Management
266
Rockefeller Capital Management
New York
$14K -$11.3K -919 -44%
HR
267
Howe & Rusling
New York
$14K -$980 -80 -6%
RWA
268
Ropes Wealth Advisors
Massachusetts
$13K
TC
269
Truvestments Capital
Florida
$13K +$711 +58 +6%
AAP
270
Arax Advisory Partners
Colorado
$13K +$13K +1,057 New
BFEC
271
Benjamin F. Edwards & Company
Missouri
$12K +$11.9K +973 New
RWA
272
Redhawk Wealth Advisors
Minnesota
$12K +$12.6K +1,032 New
FMTCOCP
273
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K
CFB
274
Cullen/Frost Bankers
Texas
$10K +$10.7K +870 New
EIP
275
Ellis Investment Partners
Pennsylvania
$10K +$11.2K +914 New