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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
276
Valeo Financial Advisors
Indiana
$102K -$12.1K -784 -11%
APA
277
American Portfolios Advisors
New York
$102K +$6.83K +444 +7%
HWA
278
HHM Wealth Advisors
Tennessee
$101K – – –
PA
279
Parallel Advisors
California
$98K +$9.55K +621 +11%
TPCW
280
TD Private Client Wealth
New York
$93.9K -$3.2K -208 -3%
Rockefeller Capital Management
281
Rockefeller Capital Management
New York
$93K +$78.1K +5,080 +507%
JC
282
JBF Capital
Colorado
$78K +$76.9K +5,000 New
FPS
283
Fieldpoint Private Securities
Connecticut
$72K +$1.92K +125 +3%
GLLW
284
Graves Light Lenhart Wealth
Virginia
$69K -$5.03K -327 -7%
IA
285
IFP Advisors
Florida
$69K +$692 +45 +1%
AF
286
Advisornet Financial
Minnesota
$59K – – –
HNB
287
Huntington National Bank
Ohio
$52K +$27K +1,756 +112%
IAIM
288
International Assets Investment Management
Florida
$50K +$25.8K +1,677 +100%
BBHC
289
Brown Brothers Harriman & Co
New York
$46K +$45.3K +2,945 New
Jones Financial Companies
290
Jones Financial Companies
Missouri
$44K +$12.6K +817 +40%
TFIPS
291
Towarzystwo Funduszy Inwestycyjnych PZU SA
$41.8K – – –
MHR
292
Matthew Hamilton Rosenberg
$40K – – –
PFGIA
293
Patriot Financial Group Insurance Agency
Massachusetts
$32K -$61 -4 -0.2%
Bessemer Group
294
Bessemer Group
New Jersey
$32K +$31.9K +2,075 New
FF
295
FourThought Financial
Florida
$31K – – –
FDCDDQ
296
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.3K -$6.15K -400 -17%
BCA
297
Berman Capital Advisors
Georgia
$30K +$2.51K +163 +9%
EFSCE
298
Enterprise Financial Services Corp (EFSC)
Missouri
$28K +$2.92K +190 +12%
ZB
299
Zions Bancorporation
Utah
$25K -$11.4K -739 -31%
AssetMark Inc
300
AssetMark Inc
California
$24K -$584 -38 -2%