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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Accel Wealth Management
Iowa
$32K +$18.2K +1,150 +125%
Rockefeller Capital Management
302
Rockefeller Capital Management
New York
$31K -$63.1K -3,996 -66%
GLLW
303
Graves Light Lenhart Wealth
Virginia
$30K -$38.6K -2,445 -55%
BCA
304
Berman Capital Advisors
Georgia
$30K +$426 +27 +1%
EFSCE
305
Enterprise Financial Services Corp (EFSC)
Missouri
$29K +$1.37K +87 +5%
MAM
306
Meeder Asset Management
Ohio
$28K +$6.36K +403 +28%
ZB
307
Zions Bancorporation
Utah
$24K -$569 -36 -2%
AssetMark Inc
308
AssetMark Inc
California
$23K -$600 -38 -2%
TCWA
309
Ten Capital Wealth Advisors
Washington
$23K – – –
CA
310
Crewe Advisors
Utah
$21K – – –
FF
311
FourThought Financial
Florida
$15K -$15.9K -1,007 -50%
CB
312
Community Bank
New York
$15K – – –
SPIA
313
Steward Partners Investment Advisory
New York
$14K -$6.24K -395 -29%
HR
314
Howe & Rusling
New York
$14K -$1.86K -118 -12%
FMII
315
Farmers & Merchants Investments Inc
Nebraska
$14K -$1.75K -111 -11%
FHA
316
First Horizon Advisors
Tennessee
$13K +$13K +821 New
SIM
317
Sonora Investment Management
Arizona
$12K +$12.5K +790 New
HPC
318
HM Payson & Co
Maine
$11K – – –
SL
319
Savior LLC
Massachusetts
$10K – – –
ST
320
Smithfield Trust
Pennsylvania
$10K – – –
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
EARNEST Partners
322
EARNEST Partners
Georgia
$9K – – –
LWCFA
323
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K +$9.73K +616 New
KFI
324
Key Financial Inc
Pennsylvania
$8K – – –
ASN
325
Advisory Services Network
Georgia
$8K +$8.64K +547 New