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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
301
Ten Capital Wealth Advisors
Washington
$23K – – –
MAM
302
Meeder Asset Management
Ohio
$22K +$20.9K +1,362 +1,661%
CA
303
Crewe Advisors
Utah
$21K – – –
SPIA
304
Steward Partners Investment Advisory
New York
$20.8K +$16.2K +1,057 +372%
WAP
305
Wealthcare Advisory Partners
Pennsylvania
$19K +$18.4K +1,200 New
HR
306
Howe & Rusling
New York
$16K +$1.15K +75 +8%
FMII
307
Farmers & Merchants Investments Inc
Nebraska
$16K +$8.44K +549 +111%
CB
308
Community Bank
New York
$16K +$15.4K +1,000 New
AWM
309
Accel Wealth Management
Iowa
$14K – – –
SFS
310
Sowell Financial Services
Arkansas
$12K -$7.75K -504 -39%
HPC
311
HM Payson & Co
Maine
$11K – – –
SL
312
Savior LLC
Massachusetts
$10K – – –
ST
313
Smithfield Trust
Pennsylvania
$10K – – –
WP
314
WealthShield Partners
North Carolina
$10K +$9.45K +615 New
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
EARNEST Partners
316
EARNEST Partners
Georgia
$9K – – –
FFA
317
Freedman Financial Associates
Massachusetts
$8K – – –
KFI
318
Key Financial Inc
Pennsylvania
$7K – – –
NFG
319
Next Financial Group
Texas
$7K +$661 +43 +11%
BAM
320
Bellevue Asset Management
Washington
$7K +$1.68K +109 +35%
EW
321
Evoke Wealth
California
$7K +$6.52K +424 New
SCA
322
Stonebridge Capital Advisors
Minnesota
$7K +$6.92K +450 New
SIS
323
Sound Income Strategies
Florida
$6.74K – – –
AF
324
Allworth Financial
California
$6K – – –
TC
325
Truvestments Capital
Florida
$6K – – –