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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
276
Rehmann Capital Advisory Group
Michigan
$810K -$51.4K -1,741 -6%
LOIM
277
Liberty One Investment Management
Illinois
$806K -$300K -10,154 -28%
VFA
278
Valeo Financial Advisors
Indiana
$797K +$22.8K +772 +3%
CPC
279
Cookson Peirce & Co
Pennsylvania
$796K -$4.31K -146 -0.6%
SCP
280
Stamos Capital Partners
California
$789K +$254K +8,590 +50%
BHPW
281
Beverly Hills Private Wealth
California
$788K -$13.7K -465 -2%
CA
282
Cetera Advisors
Colorado
$786K +$432K +14,638 +134%
Northwestern Mutual Wealth Management
283
Northwestern Mutual Wealth Management
Wisconsin
$776K -$136K -4,606 -15%
GWM
284
Greenwich Wealth Management
Connecticut
$763K
ECM
285
Evergreen Capital Management
Washington
$740K +$34.9K +1,183 +5%
BRWA
286
B. Riley Wealth Advisors
Florida
$737K +$222K +7,508 +34%
UCFA
287
United Capital Financial Advisors
Texas
$721K -$77.3K -2,615 -10%
IMC Chicago
288
IMC Chicago
Illinois
$716K +$688K +23,300 New
Wealth Enhancement Advisory Services
289
Wealth Enhancement Advisory Services
Minnesota
$716K -$234K -7,931 -25%
EI
290
Ethic Inc
New York
$697K +$7.86K +266 +1%
CWAG
291
Compton Wealth Advisory Group
Virginia
$694K +$295K +10,000 +79%
CCA
292
Checchi Capital Advisers
California
$685K -$35.3K -1,194 -5%
JFG
293
Jefferies Financial Group
New York
$668K -$2.91M -98,424 -82%
DWT
294
Dorsey & Whitney Trust
South Dakota
$625K -$1.09K -37 -0.2%
Cambridge Investment Research Advisors
295
Cambridge Investment Research Advisors
Iowa
$613K +$15.4K +522 +3%
1832 Asset Management
296
1832 Asset Management
Ontario, Canada
$608K -$16.5M -559,511 -97%
VF
297
Virtu Financial
New York
$598K +$151K +5,099 +35%
SC
298
Solstein Capital
California
$595K -$257K -8,683 -31%
Prudential Financial
299
Prudential Financial
New Jersey
$584K -$131K -4,438 -19%
SWM
300
Spire Wealth Management
Virginia
$553K -$148K -5,000 -22%