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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
ZB
276
Zions Bancorporation
Utah
$33K +$1.22K +92 +4%
PFGIA
277
Patriot Financial Group Insurance Agency
Massachusetts
$29K – – –
Jones Financial Companies
278
Jones Financial Companies
Missouri
$29K +$27K +2,042 New
FF
279
FourThought Financial
Florida
$28K +$26.7K +2,015 New
GWS
280
Glassman Wealth Services
Virginia
$26K +$24.3K +1,835 New
TRCT
281
Tower Research Capital (TRC)
New York
$25K -$91.3K -6,895 -80%
BCA
282
Berman Capital Advisors
Georgia
$25K +$159 +12 +0.7%
IAIM
283
International Assets Investment Management
Florida
$24K +$22.2K +1,677 New
AssetMark Inc
284
AssetMark Inc
California
$23K -$3.56K -269 -14%
EFSCE
285
Enterprise Financial Services Corp (EFSC)
Missouri
$23K -$1.18K -89 -5%
HNB
286
Huntington National Bank
Ohio
$22K -$58.2K -4,392 -74%
TCWA
287
Ten Capital Wealth Advisors
Washington
$21K +$19.7K +1,491 New
PWM
288
Perigon Wealth Management
California
$21K +$20.1K +1,520 New
CA
289
Crewe Advisors
Utah
$19K – – –
SFS
290
Sowell Financial Services
Arkansas
$18K +$12.4K +935 +260%
WEC
291
Winslow Evans & Crocker
Massachusetts
$16K -$2.83K -214 -16%
BlackRock
292
BlackRock
New York
$15K -$125K -9,453 -90%
CAAS
293
Capital Asset Advisory Services
Michigan
$15K +$14.5K +1,092 New
PFO
294
Pathstone Family Office
New Jersey
$15K +$14.5K +1,093 New
ASN
295
Advisory Services Network
Georgia
$14K -$37.7K -2,846 -74%
HR
296
Howe & Rusling
New York
$13K – – –
Rockefeller Capital Management
297
Rockefeller Capital Management
New York
$13K +$5.54K +418 +72%
AWM
298
Accel Wealth Management
Iowa
$13K +$12.2K +918 New
HPC
299
HM Payson & Co
Maine
$10K +$6.69K +505 +225%
Carson Wealth (CWM LLC)
300
Carson Wealth (CWM LLC)
Nebraska
$9K – – –