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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
326
Meridian Wealth Partners
Pennsylvania
$6K +$6.07K +395 New
AFS
327
Annapolis Financial Services
Maryland
$5K – – –
CBT
328
CoreFirst Bank & Trust
Kansas
$5K – – –
FCA
329
FinTrust Capital Advisors
South Carolina
$5K – – –
BFEC
330
Benjamin F. Edwards & Company
Missouri
$4K – – –
GWM
331
Geneos Wealth Management
Colorado
$4K – – –
MA
332
MUFG Americas
New York
$4K – – –
HWM
333
HighMark Wealth Management
Minnesota
$4K +$630 +41 +19%
AWA
334
Arkadios Wealth Advisors
Georgia
$4K +$4.66K +303 New
CAL
335
Capital Analysts LLC
Pennsylvania
$3K – – –
CCA
336
Column Capital Advisors
Indiana
$3K – – –
GRP
337
Global Retirement Partners
California
$3K – – –
EWM
338
Endurance Wealth Management
Rhode Island
$3K +$3.08K +200 New
GEA
339
Glen Eagle Advisors
New Jersey
$2.78K – – –
RWM
340
Raffa Wealth Management
District of Columbia
$2.33K +$953 +62 +70%
DAC
341
Dividend Assets Capital
South Carolina
$2K – – –
LWM
342
Liberty Wealth Management
California
$2K – – –
SC
343
Solstein Capital
California
$2K +$1.55K +101 New
CFGS
344
Concourse Financial Group Securities
Alabama
$1K – – –
LWA
345
Lenox Wealth Advisors
New York
$1K – – –
PMFA
346
Plante Moran Financial Advisors
Michigan
$1K – – –
SCCM
347
Schafer Cullen Capital Management
New York
– -$45.9M -3,250,705 Closed
Aristotle Capital Management
348
Aristotle Capital Management
California
– -$30.8M -2,176,559 Closed
OAMG
349
Odey Asset Management Group
United Kingdom
– -$18.7M -1,324,272 Closed
Mitsubishi UFJ Trust & Banking
350
Mitsubishi UFJ Trust & Banking
Japan
– -$14.6M -1,032,492 Closed