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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
326
Liberty Wealth Management
California
$6K +$2.92K +180 +89%
RWM
327
Raffa Wealth Management
District of Columbia
$5.63K +$2.74K +169 +92%
AFS
328
Annapolis Financial Services
Maryland
$5K – – –
ADL
329
Asset Dedication LLC
California
$5K – – –
CBT
330
CoreFirst Bank & Trust
Kansas
$5K – – –
FCA
331
FinTrust Capital Advisors
South Carolina
$5K – – –
LWP
332
Laurel Wealth Planning
Minnesota
$5K +$5.36K +331 New
HWM
333
HighMark Wealth Management
Minnesota
$4K -$373 -23 -9%
BFEC
334
Benjamin F. Edwards & Company
Missouri
$4K – – –
GWM
335
Geneos Wealth Management
Colorado
$4K – – –
MA
336
MUFG Americas
New York
$4K – – –
CCA
337
Column Capital Advisors
Indiana
$3K – – –
CCM
338
Copeland Capital Management
Pennsylvania
$3K – – –
EWM
339
Endurance Wealth Management
Rhode Island
$3K – – –
GRP
340
Global Retirement Partners
California
$3K – – –
CTC
341
Central Trust Company
Missouri
$3K +$2.61K +161 New
GEA
342
Glen Eagle Advisors
New Jersey
$2.85K – – –
TAIM
343
TD Ameritrade Investment Management
Nebraska
$2K -$213K -13,181 -99%
FHA
344
First Horizon Advisors
Tennessee
$2K -$10.9K -670 -82%
CFGS
345
Concourse Financial Group Securities
Alabama
$2K – – –
RIM
346
Rockbridge Investment Management
New York
$2K +$1.67K +103 New
BIA
347
Bell Investment Advisors
California
$2K +$1.91K +118 New
ACM
348
Antonetti Capital Management
Florida
$2K +$1.99K +123 New
MG
349
MilWealth Group
Wisconsin
$1.5K +$1.52K +94 New
MCM
350
Manchester Capital Management
Vermont
$1K -$1.07K -66 -65%
12 13
14
15 16