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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
IA
251
IFP Advisors
Florida
$49K +$23.5K +2,285 +118%
KPW
252
Kore Private Wealth
New York
$47K
TRCT
253
Tower Research Capital (TRC)
New York
$32K +$8.55K +830 +43%
MHR
254
Matthew Hamilton Rosenberg
$30K +$26.4K +2,568 New
FDCDDQ
255
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.2K
BL
256
Balentine LLC
Georgia
$26K -$11.6K -1,131 -33%
ZB
257
Zions Bancorporation
Utah
$26K +$12.9K +1,249 +123%
NIMC
258
NWQ Investment Management Company
California
$24.5K -$1.11M -107,376 -5%
PFGIA
259
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$6.3K +612 +42%
MA
260
MUFG Americas
New York
$23K
SIAS
261
Shine Investment Advisory Services
Colorado
$23K
EFSCE
262
Enterprise Financial Services Corp (EFSC)
Missouri
$20K -$2.38K -231 -12%
WB
263
West Bancorporation
Iowa
$20K +$7.16K +695 +66%
BCA
264
Berman Capital Advisors
Georgia
$20K +$9.74K +946 +114%
PCM
265
Prelude Capital Management
New York
$15K -$26.6K -2,579 -66%
WEC
266
Winslow Evans & Crocker
Massachusetts
$14K -$10 -1 -0.1%
CFG
267
Citizens Financial Group
Rhode Island
$14K
VFA
268
Valeo Financial Advisors
Indiana
$14K +$3.36K +326 +36%
HR
269
Howe & Rusling
New York
$13K
PW
270
Price Wealth
Texas
$13K
SFS
271
Sowell Financial Services
Arkansas
$11K -$2.09K -203 -17%
WT
272
Whittier Trust
California
$11K
TC
273
Truvestments Capital
Florida
$9K -$2.49K -242 -23%
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$9K
GWS
275
Glassman Wealth Services
Virginia
$8K +$6.76K +656 New