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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
276
EARNEST Partners
Georgia
$9K
PMFA
277
Plante Moran Financial Advisors
Michigan
$9K +$393 +25 +5%
PAM
278
Panagora Asset Management
Massachusetts
$9K +$9.35K +595 New
SIS
279
Sound Income Strategies
Florida
$8K -$34K -2,162 -81%
SPIA
280
Steward Partners Investment Advisory
New York
$8K -$5.9K -375 -43%
AC
281
Avestar Capital
New York
$7K +$1.46K +93 +21%
AF
282
Allworth Financial
California
$6K
CAPTRUST Financial Advisors
283
CAPTRUST Financial Advisors
North Carolina
$6K
CCM
284
Causeway Capital Management
California
$6K
BL
285
Balentine LLC
Georgia
$6K +$6.38K +406 New
DBT
286
Dubuque Bank & Trust
Iowa
$5K
KL
287
KWMG LLC
Kansas
$5K
GWM
288
Geneos Wealth Management
Colorado
$4K -$5.9K -375 -56%
SMFS
289
Squar Milner Financial Services
California
$4K
WTC
290
WhitTier Trust Company
Nevada
$4K
SCM
291
Southport Capital Management
Tennessee
$4K +$3.77K +240 New
MCM
292
Mainstay Capital Management
Michigan
$3K +$2.99K +190 New
WC
293
Whitney & Co
New York
$3K +$3.57K +227 New
LWA
294
Lenox Wealth Advisors
New York
$2K -$19.8K -1,261 -90%
FM
295
Forward Management
California
$2K
WEC
296
Winslow Evans & Crocker
Massachusetts
$2K
Lazard Asset Management
297
Lazard Asset Management
New York
$2K +$2.34K +149 New
APA
298
American Portfolios Advisors
New York
$1.84K -$11.6K -740 -86%
TWA
299
TCI Wealth Advisors
Arizona
$1K -$8.96K -570 -94%
ACS
300
Archford Capital Strategies
Illinois
$1K