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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
301
Sound Income Strategies
Florida
$6K – – –
WAS
302
WESPAC Advisors SoCal
California
$6K +$5.59K +441 +356%
AF
303
Allworth Financial
California
$5K – – –
KL
304
KWMG LLC
Kansas
$5K – – –
SWP
305
Strategic Wealth Partners
Ohio
$5K +$5.54K +437 New
GWM
306
Geneos Wealth Management
Colorado
$3K – – –
SMFS
307
Squar Milner Financial Services
California
$3K – – –
RCM
308
Requisite Capital Management
Texas
$3K +$3.02K +238 New
AC
309
Avestar Capital
New York
$3K +$3.29K +260 New
HCC
310
Hirtle Callaghan & Co
Pennsylvania
$3K +$3.4K +268 New
SAM
311
Strategy Asset Managers
California
$2K -$124K -9,826 -98%
WEC
312
Winslow Evans & Crocker
Massachusetts
$2K – – –
NFG
313
Next Financial Group
Texas
$2K +$1.1K +87 +104%
NFH
314
NEXT Financial Holdings
Texas
$2K +$2.17K +171 New
LWA
315
Lenox Wealth Advisors
New York
$2K +$2.46K +194 New
GAM
316
Gemmer Asset Management
California
$1K -$1.99K -157 -64%
CGT
317
Capital Guardian Trust
California
$1K -$937 -74 -60%
ACS
318
Archford Capital Strategies
Illinois
$1K – – –
IFAM
319
Institutional & Family Asset Management
Colorado
$1K – – –
MFW
320
Mosaic Family Wealth
Missouri
$1K +$545 +43 New
PFO
321
Pathstone Family Office
New Jersey
$1K +$608 +48 New
FGAM
322
Financial Gravity Asset Management
Texas
$1K +$874 +69 New
RIA
323
Realta Investment Advisors
Delaware
$1K +$1.38K +109 New
PFGIA
324
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1.41K +111 New
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$97 -$101 -8 -50%
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