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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
251
Maverick Capital
Texas
$152K -$668K -50,472 -82%
LC
252
Lindbrook Capital
California
$149K -$92.2K -6,966 -40%
SI
253
Stephens Inc
Arkansas
$148K -$2.04K -154 -1%
GT
254
Glenmede Trust
Pennsylvania
$148K +$12.5K +942 +10%
JWA
255
JFS Wealth Advisors
Pennsylvania
$145K – – –
QC
256
QCM Cayman
Texas
$143K +$134K +10,089 New
DI
257
Diligent Investors
California
$141K – – –
HA
258
Harbor Advisors
Florida
$141K – – –
TAIM
259
TD Ameritrade Investment Management
Nebraska
$139K +$127K +9,624 +4,836%
AAM
260
Advisors Asset Management
Colorado
$134K +$15.6K +1,180 +14%
EI
261
Ellevest Inc
New York
$123K +$113K +8,505 +4,725%
VFA
262
Valeo Financial Advisors
Indiana
$104K +$83.2K +6,281 +585%
HWA
263
HHM Wealth Advisors
Tennessee
$92K – – –
TPCW
264
TD Private Client Wealth
New York
$88.3K -$2.08K -157 -2%
APA
265
American Portfolios Advisors
New York
$86.4K +$17.8K +1,342 +28%
PA
266
Parallel Advisors
California
$80K -$68K -5,135 -47%
GLLW
267
Graves Light Lenhart Wealth
Virginia
$67K +$63K +4,760 New
FPS
268
Fieldpoint Private Securities
Connecticut
$64K +$59.9K +4,525 New
IA
269
IFP Advisors
Florida
$63K +$1.75K +132 +3%
AF
270
Advisornet Financial
Minnesota
$53K -$50.2K -3,790 -50%
TFIPS
271
Towarzystwo Funduszy Inwestycyjnych PZU SA
$38K +$35.6K +2,688 New
PWPS
272
Pinnacle Wealth Planning Services
Ohio
$37K +$34.6K +2,614 New
MHR
273
Matthew Hamilton Rosenberg
$36K – – –
FDCDDQ
274
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.2K – – –
ZB
275
Zions Bancorporation
Utah
$33K +$1.22K +92 +4%
9 10
11
12 13