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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$12K -$3.08K -274 -20%
RWA
252
Ropes Wealth Advisors
Massachusetts
$12K
TC
253
Truvestments Capital
Florida
$12K
EIP
254
Ellis Investment Partners
Pennsylvania
$12K +$2.77K +246 +27%
SIS
255
Sound Income Strategies
Florida
$11K +$4.88K +434 +82%
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$9K
FMTCOCP
257
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K
VFA
258
Valeo Financial Advisors
Indiana
$9K +$4.49K +399 +93%
IA
259
IFP Advisors
Florida
$9K +$8.76K +778 New
GAM
260
Gemmer Asset Management
California
$8K +$7.85K +697 New
CB
261
CNB Bank
Pennsylvania
$7K
WTC
262
WhitTier Trust Company
Nevada
$7K
CA
263
Centerpoint Advisors
Massachusetts
$6K
EARNEST Partners
264
EARNEST Partners
Georgia
$6K
ZB
265
Zions Bancorporation
Utah
$5K -$17.6K -1,568 -77%
FMII
266
Farmers & Merchants Investments Inc
Nebraska
$5K -$810 -72 -14%
AF
267
Allworth Financial
California
$5K
PMFA
268
Plante Moran Financial Advisors
Michigan
$5K
EWA
269
Evolution Wealth Advisors
Florida
$5K +$4.95K +440 New
TAIM
270
TD Ameritrade Investment Management
Nebraska
$4K -$2.85K -253 -44%
KFS
271
Kelly Financial Services
Massachusetts
$3.85K +$3.83K +340 New
BFEC
272
Benjamin F. Edwards & Company
Missouri
$3K -$8.14K -723 -74%
NFG
273
Next Financial Group
Texas
$3K -$416 -37 -15%
GWM
274
Geneos Wealth Management
Colorado
$3K
PFBT
275
Parkside Financial Bank & Trust
Missouri
$3K +$2.81K +250 New