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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$9K
FHA
277
First Horizon Advisors
Tennessee
$9K
Bessemer Group
278
Bessemer Group
New Jersey
$9K +$1.05K +86 +12%
FPFS
279
First Personal Financial Services
North Carolina
$8K
TAIM
280
TD Ameritrade Investment Management
Nebraska
$7K -$539 -44 -7%
EARNEST Partners
281
EARNEST Partners
Georgia
$7K
WTC
282
WhitTier Trust Company
Nevada
$7K
CB
283
CNB Bank
Pennsylvania
$7K +$7.62K +622 New
CA
284
Centerpoint Advisors
Massachusetts
$6K -$2.65K -216 -28%
FMII
285
Farmers & Merchants Investments Inc
Nebraska
$6K
SIS
286
Sound Income Strategies
Florida
$6K +$355 +29 +6%
VFA
287
Valeo Financial Advisors
Indiana
$5K -$46.7K -3,814 -90%
PMFA
288
Plante Moran Financial Advisors
Michigan
$5K -$1.74K -142 -25%
AF
289
Allworth Financial
California
$5K
FBT
290
First Bank & Trust
South Dakota
$4K +$3.66K +299 New
GWM
291
Geneos Wealth Management
Colorado
$3K
SMFS
292
Squar Milner Financial Services
California
$3K
AC
293
Avestar Capital
New York
$3K +$931 +76 +29%
NFG
294
Next Financial Group
Texas
$3K +$1.03K +84 +49%
WEC
295
Winslow Evans & Crocker
Massachusetts
$2K
PFGIA
296
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$343 -28 -25%
ACS
297
Archford Capital Strategies
Illinois
$1K
IFAM
298
Institutional & Family Asset Management
Colorado
$1K
PFO
299
Pathstone Family Office
New Jersey
$1K
Parallax Volatility Advisers
300
Parallax Volatility Advisers
California
$1K +$968 +79 New