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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
251
Sowell Financial Services
Arkansas
$13K +$13.4K +1,192 New
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$12K -$3.08K -274 -20%
RWA
253
Ropes Wealth Advisors
Massachusetts
$12K – – –
TC
254
Truvestments Capital
Florida
$12K – – –
EIP
255
Ellis Investment Partners
Pennsylvania
$12K +$2.77K +246 +27%
SIS
256
Sound Income Strategies
Florida
$11K +$4.88K +434 +82%
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
FMTCOCP
258
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K – – –
VFA
259
Valeo Financial Advisors
Indiana
$9K +$4.49K +399 +93%
IA
260
IFP Advisors
Florida
$9K +$8.76K +778 New
GAM
261
Gemmer Asset Management
California
$8K +$7.85K +697 New
CB
262
CNB Bank
Pennsylvania
$7K – – –
WTC
263
WhitTier Trust Company
Nevada
$7K – – –
CA
264
Centerpoint Advisors
Massachusetts
$6K – – –
EARNEST Partners
265
EARNEST Partners
Georgia
$6K – – –
ZB
266
Zions Bancorporation
Utah
$5K -$17.6K -1,568 -77%
FMII
267
Farmers & Merchants Investments Inc
Nebraska
$5K -$810 -72 -14%
AF
268
Allworth Financial
California
$5K – – –
PMFA
269
Plante Moran Financial Advisors
Michigan
$5K – – –
EWA
270
Evolution Wealth Advisors
Florida
$5K +$4.95K +440 New
TAIM
271
TD Ameritrade Investment Management
Nebraska
$4K -$2.85K -253 -44%
KFS
272
Kelly Financial Services
Massachusetts
$3.85K +$3.83K +340 New
BFEC
273
Benjamin F. Edwards & Company
Missouri
$3K -$8.14K -723 -74%
NFG
274
Next Financial Group
Texas
$3K -$416 -37 -15%
GWM
275
Geneos Wealth Management
Colorado
$3K – – –