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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
ZB
326
Zions Bancorporation
Utah
$25K +$151 +8 +0.6%
MAM
327
Meeder Asset Management
Ohio
$24K -$2.78K -147 -11%
CC
328
Commons Capital
Massachusetts
$23K +$22.1K +1,170 New
FAG
329
Fortitude Advisory Group
Washington
$20K -$568 -30 -3%
CB
330
Community Bank
New York
$20K
MPWT
331
MassMutual Private Wealth & Trust
Connecticut
$19K +$9.46K +500 +106%
FMII
332
Farmers & Merchants Investments Inc
Nebraska
$18K -$8.89K -470 -34%
EWA
333
EverSource Wealth Advisors
Alabama
$17K +$1.67K +88 +11%
SPIA
334
Steward Partners Investment Advisory
New York
$16K
FMP
335
Financial Management Professionals
Texas
$16K +$12.8K +678 +455%
PCH
336
Polar Capital Holdings
United Kingdom
$14.8K -$3.86M -203,968 -21%
ARIS
337
Advanced Research Investment Solutions
California
$14K -$21K -1,112 -61%
HR
338
Howe & Rusling
New York
$14K -$3.5K -185 -21%
EARNEST Partners
339
EARNEST Partners
Georgia
$13K
ST
340
Smithfield Trust
Pennsylvania
$13K
FHA
341
First Horizon Advisors
Tennessee
$13K +$9.97K +527 +349%
T
342
TCWP
Ohio
$13K +$13.1K +690 New
HPC
343
HM Payson & Co
Maine
$10K
BDWM
344
Brewin Dolphin Wealth Management
Ireland
$10K +$10.1K +534 New
FDCDDQ
345
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.87K -$3.5K -185 -27%
FF
346
FourThought Financial
Florida
$9K -$1.91K -101 -17%
KFI
347
Key Financial Inc
Pennsylvania
$9K
FCA
348
FinTrust Capital Advisors
South Carolina
$9K +$2.74K +145 +47%
MA
349
MUFG Americas
New York
$9K +$4.01K +212 +89%
AF
350
Allworth Financial
California
$8K