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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
CFB
276
Cullen/Frost Bankers
Texas
$10K +$10.7K +870 New
EIP
277
Ellis Investment Partners
Pennsylvania
$10K +$11.2K +914 New
Carson Wealth (CWM LLC)
278
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
FHA
279
First Horizon Advisors
Tennessee
$9K – – –
Bessemer Group
280
Bessemer Group
New Jersey
$9K +$1.05K +86 +12%
FPFS
281
First Personal Financial Services
North Carolina
$8K – – –
TAIM
282
TD Ameritrade Investment Management
Nebraska
$7K -$539 -44 -7%
EARNEST Partners
283
EARNEST Partners
Georgia
$7K – – –
WTC
284
WhitTier Trust Company
Nevada
$7K – – –
CB
285
CNB Bank
Pennsylvania
$7K +$7.62K +622 New
CA
286
Centerpoint Advisors
Massachusetts
$6K -$2.65K -216 -28%
FMII
287
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
SIS
288
Sound Income Strategies
Florida
$6K +$355 +29 +6%
VFA
289
Valeo Financial Advisors
Indiana
$5K -$46.7K -3,814 -90%
PMFA
290
Plante Moran Financial Advisors
Michigan
$5K -$1.74K -142 -25%
AF
291
Allworth Financial
California
$5K – – –
FBT
292
First Bank & Trust
South Dakota
$4K +$3.66K +299 New
GWM
293
Geneos Wealth Management
Colorado
$3K – – –
SMFS
294
Squar Milner Financial Services
California
$3K – – –
AC
295
Avestar Capital
New York
$3K +$931 +76 +29%
NFG
296
Next Financial Group
Texas
$3K +$1.03K +84 +49%
WEC
297
Winslow Evans & Crocker
Massachusetts
$2K – – –
PFGIA
298
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$343 -28 -25%
ACS
299
Archford Capital Strategies
Illinois
$1K – – –
IFAM
300
Institutional & Family Asset Management
Colorado
$1K – – –