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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
276
JFS Wealth Advisors
Pennsylvania
$195K +$2.45K +139 +1%
EI
277
Ethic Inc
New York
$191K -$123K -6,994 -40%
SW
278
SVB Wealth
Massachusetts
$189K -$135K -7,672 -42%
CA
279
Cullinan Associates
Kentucky
$179K -$211K -12,000 -55%
DI
280
Diligent Investors
California
$179K
AssetMark Inc
281
AssetMark Inc
California
$149K +$100K +5,691 +215%
BCM
282
Blume Capital Management
California
$143K
HWA
283
HHM Wealth Advisors
Tennessee
$116K
TPCW
284
TD Private Client Wealth
New York
$113K +$1.51K +86 +1%
FPS
285
Fieldpoint Private Securities
Connecticut
$106K +$11.1K +630 +12%
IA
286
IFP Advisors
Florida
$83K +$2.64K +150 +3%
JC
287
JBF Capital
Colorado
$74K
FP
288
Financial Perspectives
Minnesota
$73.2K +$72.1K +4,094 New
CG
289
Cutler Group
California
$73K +$72.2K +4,100 New
HNB
290
Huntington National Bank
Ohio
$71K -$2.55K -145 -4%
UB
291
UMB Bank
Missouri
$71K +$69.8K +3,963 New
Koshinski Asset Management
292
Koshinski Asset Management
Illinois
$67.9K -$141 -8 -0.2%
Bessemer Group
293
Bessemer Group
New Jersey
$67K +$19.3K +1,097 +41%
AF
294
Advisornet Financial
Minnesota
$61K -$6.14K -349 -9%
Jones Financial Companies
295
Jones Financial Companies
Missouri
$56K +$2.62K +149 +5%
PFGIA
296
Patriot Financial Group Insurance Agency
Massachusetts
$43K
MHR
297
Matthew Hamilton Rosenberg
$37K -$8.86K -503 -20%
AWM
298
Accel Wealth Management
Iowa
$37K
GLLW
299
Graves Light Lenhart Wealth
Virginia
$36K
Manulife (Manufacturers Life Insurance)
300
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$33.1K -$790K -44,890 -3%