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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
HR
251
Howe & Rusling
New York
$10K -$715 -62 -5%
WB
252
West Bancorporation
Iowa
$10K
PW
253
Price Wealth
Texas
$10K +$12.6K +1,093 New
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$9K
VFA
255
Valeo Financial Advisors
Indiana
$9K
ZB
256
Zions Bancorporation
Utah
$9K +$1.18K +102 +11%
QT
257
Quantbot Technologies
New York
$9K +$11.2K +976 New
TC
258
Truvestments Capital
Florida
$9K +$12.3K +1,069 New
WT
259
Whittier Trust
California
$8K -$35.4K -3,069 -77%
BCA
260
Berman Capital Advisors
Georgia
$7K +$8.32K +722 +662%
SL
261
Savior LLC
Massachusetts
$6K -$5.87K -509 -45%
CA
262
Centerpoint Advisors
Massachusetts
$5K
EARNEST Partners
263
EARNEST Partners
Georgia
$5K
CCA
264
Column Capital Advisors
Indiana
$5K +$910 +79 +16%
CFB
265
Cullen/Frost Bankers
Texas
$5K +$4.55K +395 +353%
LWA
266
Lenox Wealth Advisors
New York
$5K +$5.86K +508 New
LSA
267
Lion Street Advisors
Texas
$5K +$6.3K +547 New
BBHC
268
Brown Brothers Harriman & Co
New York
$5K +$6.38K +554 New
SIS
269
Sound Income Strategies
Florida
$4K -$6.1K -529 -55%
AF
270
Allworth Financial
California
$4K
FMII
271
Farmers & Merchants Investments Inc
Nebraska
$4K
SCA
272
Stonebridge Capital Advisors
Minnesota
$4K
TCOV
273
Trust Company of Vermont
Vermont
$4K +$4.09K +355 +355%
EWA
274
Evolution Wealth Advisors
Florida
$4K +$4.61K +400 New
First Manhattan
275
First Manhattan
New York
$4K +$5.09K +442 New