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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
251
Flagship Harbor Advisors
Massachusetts
$29K +$1.47K +120 +5%
CFG
252
Citizens Financial Group
Rhode Island
$28K -$21.3K -1,734 -42%
HNB
253
Huntington National Bank
Ohio
$27K +$3.3K +269 +13%
ZB
254
Zions Bancorporation
Utah
$24K +$2.27K +185 +10%
BL
255
Balentine LLC
Georgia
$23K +$23.8K +1,941 New
MWM
256
Meridian Wealth Management
Kentucky
$22.9K +$23.7K +1,930 New
WCM
257
Whitener Capital Management
North Carolina
$22K – – –
SPIA
258
Steward Partners Investment Advisory
New York
$22K +$22.9K +1,865 New
BWM
259
Baystate Wealth Management
Massachusetts
$21K +$1.15K +94 +6%
BGIM
260
Brandywine Global Investment Management
Pennsylvania
$18K – – –
GSWM
261
Golden State Wealth Management
California
$17K -$2.75K -224 -13%
ME
262
McIlrath & Eck
Washington
$17K – – –
FEG
263
Financial Enhancement Group
Indiana
$16K – – –
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$16K +$7.34K +599 +79%
BCA
265
Berman Capital Advisors
Georgia
$16K +$7.43K +606 +76%
CFA
266
Carroll Financial Associates
North Carolina
$16K +$16.9K +1,377 New
ACA
267
Atlas Capital Advisors
Wyoming
$14.6K – – –
Rockefeller Capital Management
268
Rockefeller Capital Management
New York
$14K -$11.3K -919 -44%
HR
269
Howe & Rusling
New York
$14K -$980 -80 -6%
RWA
270
Ropes Wealth Advisors
Massachusetts
$13K – – –
TC
271
Truvestments Capital
Florida
$13K +$711 +58 +6%
AAP
272
Arax Advisory Partners
Colorado
$13K +$13K +1,057 New
BFEC
273
Benjamin F. Edwards & Company
Missouri
$12K +$11.9K +973 New
RWA
274
Redhawk Wealth Advisors
Minnesota
$12K +$12.6K +1,032 New
FMTCOCP
275
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K – – –