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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
WDL
276
Well Done LLC
Michigan
$15K +$16.2K +854 New
APA
277
American Portfolios Advisors
New York
$14.4K +$14K +736 +909%
CA
278
Centerpoint Advisors
Massachusetts
$13K
FHA
279
First Horizon Advisors
Tennessee
$13K
TCOV
280
Trust Company of Vermont
Vermont
$13K
SWP
281
Strategic Wealth Partners
Ohio
$12K +$13K +685 New
MPPLM
282
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$11K
PMFA
283
Plante Moran Financial Advisors
Michigan
$11K +$11.5K +603 New
GWM
284
Geneos Wealth Management
Colorado
$11K +$12.8K +675 New
EARNEST Partners
285
EARNEST Partners
Georgia
$10K
SIS
286
Sound Income Strategies
Florida
$9K +$9.51K +500 New
WTB
287
Washington Trust Bank
Washington
$9K +$10.2K +536 New
WWM
288
Willingdon Wealth Management
North Carolina
$8K +$8.5K +447 New
FMII
289
Farmers & Merchants Investments Inc
Nebraska
$8K +$8.59K +452 New
AF
290
Allworth Financial
California
$7K
AAP
291
Arax Advisory Partners
Colorado
$7K +$4.26K +224 +98%
IIC
292
Integrated Investment Consultants
Michigan
$7K +$7.22K +380 New
CCM
293
Causeway Capital Management
California
$6K -$4.75K -250 -41%
DVM
294
Dreman Value Management
Florida
$6K
PFO
295
Pathstone Family Office
New Jersey
$6K +$6.52K +343 New
AC
296
Avestar Capital
New York
$6K +$7.09K +373 New
CAPTRUST Financial Advisors
297
CAPTRUST Financial Advisors
North Carolina
$5K -$4.51K -237 -43%
HCC
298
Hirtle Callaghan & Co
Pennsylvania
$5K
WTC
299
WhitTier Trust Company
Nevada
$5K
SPIA
300
Steward Partners Investment Advisory
New York
$5K +$5.49K +289 New