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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
301
Ten Capital Wealth Advisors
Washington
$24K – – –
ZB
302
Zions Bancorporation
Utah
$21K -$4.62K -285 -18%
FMII
303
Farmers & Merchants Investments Inc
Nebraska
$18K +$2.93K +181 +19%
CB
304
Community Bank
New York
$16K – – –
SPIA
305
Steward Partners Investment Advisory
New York
$16K +$599 +37 +4%
VCM
306
Vigilant Capital Management
Maine
$16K +$16.1K +996 New
SSC
307
Syverson Strege & Co
Iowa
$15K +$15.1K +931 New
GKWIM
308
Gerber Kawasaki Wealth & Investment Management
California
$15K +$15.3K +943 New
DOA
309
D'Orazio & Associates
Virginia
$15K +$15.5K +955 New
EI
310
Ellevest Inc
New York
$14K -$319K -19,714 -96%
HR
311
Howe & Rusling
New York
$14K – – –
NFG
312
Next Financial Group
Texas
$14K +$7.64K +472 +119%
SIM
313
Sonora Investment Management
Arizona
$13K – – –
HPC
314
HM Payson & Co
Maine
$12K – – –
EFSCE
315
Enterprise Financial Services Corp (EFSC)
Missouri
$11K -$20.3K -1,251 -65%
ST
316
Smithfield Trust
Pennsylvania
$11K – – –
FF
317
FourThought Financial
Florida
$10K -$5.18K -320 -32%
EARNEST Partners
318
EARNEST Partners
Georgia
$9K – – –
FMP
319
Financial Management Professionals
Texas
$8K +$5.78K +357 +240%
AF
320
Allworth Financial
California
$7K – – –
AWA
321
Arkadios Wealth Advisors
Georgia
$7K – – –
KFI
322
Key Financial Inc
Pennsylvania
$7K – – –
SIS
323
Sound Income Strategies
Florida
$7K – – –
TC
324
Truvestments Capital
Florida
$7K – – –
EW
325
Evoke Wealth
California
$6K – – –