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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
Selective Wealth Management
Virginia
$100K +$96.9K +5,121 New
SM
302
SG3 Management
Puerto Rico
$98K +$94.6K +5,000 New
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$87K +$51.4K +2,715 +155%
FWM
304
Focused Wealth Management
New York
$86K +$83.2K +4,400 New
FP
305
Financial Perspectives
Minnesota
$80K
HNB
306
Huntington National Bank
Ohio
$77K -$492 -26 -0.7%
UB
307
UMB Bank
Missouri
$77K
AS
308
Altshuler Shaham
Israel
$76K +$73.7K +3,895 New
AF
309
Advisornet Financial
Minnesota
$67K
PFS
310
Prospera Financial Services
Texas
$64K +$62.4K +3,300 New
CFD
311
Creative Financial Designs
Indiana
$63K +$60.5K +3,200 New
BBHC
312
Brown Brothers Harriman & Co
New York
$61K
Koshinski Asset Management
313
Koshinski Asset Management
Illinois
$54.2K -$19.4K -1,025 -27%
CFG
314
CKW Financial Group
Hawaii
$53K +$51.1K +2,700 New
Bessemer Group
315
Bessemer Group
New Jersey
$52K -$20.8K -1,097 -29%
BCM
316
Blume Capital Management
California
$47K -$106K -5,600 -70%
Jones Financial Companies
317
Jones Financial Companies
Missouri
$47K -$14K -741 -24%
PFGIA
318
Patriot Financial Group Insurance Agency
Massachusetts
$47K -$208 -11 -0.5%
TWC
319
TD Waterhouse Canada
Ontario, Canada
$46.6K +$23.9K +1,264 +115%
AWM
320
Accel Wealth Management
Iowa
$41K
MHR
321
Matthew Hamilton Rosenberg
$40K
MCC
322
Money Concepts Capital
Florida
$36K +$34.6K +1,828 New
GRP
323
Global Retirement Partners
California
$31K +$30.8K +1,629 New
TCWA
324
Ten Capital Wealth Advisors
Washington
$29K
WB
325
West Bancorporation
Iowa
$29K