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UBS Group

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