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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
EW
326
Evoke Wealth
California
$8K – – –
KFI
327
Key Financial Inc
Pennsylvania
$8K – – –
SIS
328
Sound Income Strategies
Florida
$8K – – –
MPWT
329
MassMutual Private Wealth & Trust
Connecticut
$8K +$1.51K +86 +22%
AF
330
Allworth Financial
California
$7K – – –
TC
331
Truvestments Capital
Florida
$7K – – –
RWM
332
Raffa Wealth Management
District of Columbia
$6.31K – – –
AFS
333
Annapolis Financial Services
Maryland
$6K – – –
CBT
334
CoreFirst Bank & Trust
Kansas
$6K – – –
LWP
335
Laurel Wealth Planning
Minnesota
$6K – – –
ADL
336
Asset Dedication LLC
California
$5K – – –
FCA
337
FinTrust Capital Advisors
South Carolina
$5K – – –
AP
338
Arlington Partners
Alabama
$5K +$5.05K +287 New
SCA
339
Snowden Capital Advisors
New York
$5K +$5.83K +331 New
BFEC
340
Benjamin F. Edwards & Company
Missouri
$4K – – –
HWM
341
HighMark Wealth Management
Minnesota
$4K – – –
MA
342
MUFG Americas
New York
$4K – – –
GEA
343
Glen Eagle Advisors
New Jersey
$3.2K – – –
FMP
344
Financial Management Professionals
Texas
$3K -$6.29K -357 -71%
CTC
345
Central Trust Company
Missouri
$3K – – –
CCM
346
Copeland Capital Management
Pennsylvania
$3K – – –
CCA
347
Column Capital Advisors
Indiana
$3K +$18 +1 +0.6%
BIA
348
Bell Investment Advisors
California
$3K +$511 +29 +25%
CFGS
349
Concourse Financial Group Securities
Alabama
$3K +$1.04K +59 +61%
DHGWA
350
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3K +$2.89K +164 New