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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
276
First Personal Financial Services
North Carolina
$9K -$8.38K -533 -47%
EARNEST Partners
277
EARNEST Partners
Georgia
$9K – – –
PMFA
278
Plante Moran Financial Advisors
Michigan
$9K +$393 +25 +5%
PAM
279
Panagora Asset Management
Massachusetts
$9K +$9.35K +595 New
SIS
280
Sound Income Strategies
Florida
$8K -$34K -2,162 -81%
SPIA
281
Steward Partners Investment Advisory
New York
$8K -$5.9K -375 -43%
AC
282
Avestar Capital
New York
$7K +$1.46K +93 +21%
AF
283
Allworth Financial
California
$6K – – –
CAPTRUST Financial Advisors
284
CAPTRUST Financial Advisors
North Carolina
$6K – – –
CCM
285
Causeway Capital Management
California
$6K – – –
BL
286
Balentine LLC
Georgia
$6K +$6.38K +406 New
DBT
287
Dubuque Bank & Trust
Iowa
$5K – – –
KL
288
KWMG LLC
Kansas
$5K – – –
GWM
289
Geneos Wealth Management
Colorado
$4K -$5.9K -375 -56%
SMFS
290
Squar Milner Financial Services
California
$4K – – –
WTC
291
WhitTier Trust Company
Nevada
$4K – – –
SCM
292
Southport Capital Management
Tennessee
$4K +$3.77K +240 New
MCM
293
Mainstay Capital Management
Michigan
$3K +$2.99K +190 New
WC
294
Whitney & Co
New York
$3K +$3.57K +227 New
LWA
295
Lenox Wealth Advisors
New York
$2K -$19.8K -1,261 -90%
FM
296
Forward Management
California
$2K – – –
WEC
297
Winslow Evans & Crocker
Massachusetts
$2K – – –
Lazard Asset Management
298
Lazard Asset Management
New York
$2K +$2.34K +149 New
APA
299
American Portfolios Advisors
New York
$1.84K -$11.6K -740 -86%
TWA
300
TCI Wealth Advisors
Arizona
$1K -$8.96K -570 -94%