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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
HNB
301
Huntington National Bank
Ohio
$57K +$7.78K +486 +14%
Bessemer Group
302
Bessemer Group
New Jersey
$50K +$22.1K +1,381 +67%
CFD
303
Creative Financial Designs
Indiana
$47K – – –
EWA
304
EverSource Wealth Advisors
Alabama
$45K -$41.6K -2,596 -46%
CFG
305
CKW Financial Group
Hawaii
$39K – – –
GWS
306
Glassman Wealth Services
Virginia
$37K +$40.4K +2,526 New
PCM
307
Penserra Capital Management
California
$35K +$39K +2,439 New
AWM
308
Accel Wealth Management
Iowa
$33K – – –
TRCT
309
Tower Research Capital (TRC)
New York
$31K -$97.9K -6,114 -74%
HCP
310
Hexagon Capital Partners
Arkansas
$31K +$20.3K +1,267 +151%
MHR
311
Matthew Hamilton Rosenberg
$30K +$592 +37 +2%
MFS
312
Mirabella Financial Services
United Kingdom
$30K +$206K +12,844 New
HFM
313
Harvest Fund Management
China
$28K +$30.2K +1,887 New
GRP
314
Global Retirement Partners
California
$26K – – –
ZB
315
Zions Bancorporation
Utah
$23K +$3.97K +248 +19%
TWC
316
TD Waterhouse Canada
Ontario, Canada
$22.3K -$4.8K -300 -18%
Jones Financial Companies
317
Jones Financial Companies
Missouri
$22K -$3.63K -227 -13%
TCWA
318
Ten Capital Wealth Advisors
Washington
$22K – – –
BFEC
319
Benjamin F. Edwards & Company
Missouri
$19K – – –
AF
320
Advisornet Financial
Minnesota
$18K -$7.52K -470 -27%
VCM
321
Vigilant Capital Management
Maine
$16K – – –
SPIA
322
Steward Partners Investment Advisory
New York
$16K +$4.39K +274 +33%
UB
323
UMB Bank
Missouri
$15K -$23.3K -1,455 -59%
CB
324
Community Bank
New York
$15K – – –
BFPW
325
BOK Financial Private Wealth
Colorado
$13K – – –