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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
301
Berman Capital Advisors
Georgia
$30K +$426 +27 +1%
EFSCE
302
Enterprise Financial Services Corp (EFSC)
Missouri
$29K +$1.37K +87 +5%
MAM
303
Meeder Asset Management
Ohio
$28K +$6.36K +403 +28%
ZB
304
Zions Bancorporation
Utah
$24K -$569 -36 -2%
AssetMark Inc
305
AssetMark Inc
California
$23K -$600 -38 -2%
TCWA
306
Ten Capital Wealth Advisors
Washington
$23K
CA
307
Crewe Advisors
Utah
$21K
FF
308
FourThought Financial
Florida
$15K -$15.9K -1,007 -50%
CB
309
Community Bank
New York
$15K
SPIA
310
Steward Partners Investment Advisory
New York
$14K -$6.24K -395 -29%
HR
311
Howe & Rusling
New York
$14K -$1.86K -118 -12%
FMII
312
Farmers & Merchants Investments Inc
Nebraska
$14K -$1.75K -111 -11%
SCA
313
Stonebridge Capital Advisors
Minnesota
$14K +$7.11K +450 +100%
FHA
314
First Horizon Advisors
Tennessee
$13K +$13K +821 New
SIM
315
Sonora Investment Management
Arizona
$12K +$12.5K +790 New
PCH
316
Polar Capital Holdings
United Kingdom
$11.7K +$4.38M +277,557 +54%
HPC
317
HM Payson & Co
Maine
$11K
SL
318
Savior LLC
Massachusetts
$10K
ST
319
Smithfield Trust
Pennsylvania
$10K
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$9K
EARNEST Partners
321
EARNEST Partners
Georgia
$9K
LWCFA
322
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K +$9.73K +616 New
KFI
323
Key Financial Inc
Pennsylvania
$8K
ASN
324
Advisory Services Network
Georgia
$8K +$8.64K +547 New
EW
325
Evoke Wealth
California
$7K