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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
AF
326
Allworth Financial
California
$12K -$3.07K -192 -18%
MPWT
327
MassMutual Private Wealth & Trust
Connecticut
$12K -$640 -40 -5%
BBHC
328
Brown Brothers Harriman & Co
New York
$11K -$37.9K -2,368 -75%
SBL
329
Sargent Bickham Lagudis
Colorado
$9K – – –
HR
330
Howe & Rusling
New York
$8K -$2.71K -169 -24%
FDCDDQ
331
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.33K – – –
EARNEST Partners
332
EARNEST Partners
Georgia
$7K – – –
FCA
333
FinTrust Capital Advisors
South Carolina
$7K – – –
HPC
334
HM Payson & Co
Maine
$7K – – –
KFI
335
Key Financial Inc
Pennsylvania
$7K – – –
SIS
336
Sound Income Strategies
Florida
$6K – – –
BIA
337
Bell Investment Advisors
California
$6K +$240 +15 +4%
RWM
338
Raffa Wealth Management
District of Columbia
$5.12K – – –
LWP
339
Laurel Wealth Planning
Minnesota
$5K – – –
FHA
340
First Horizon Advisors
Tennessee
$4K -$9.33K -583 -64%
ST
341
Smithfield Trust
Pennsylvania
$4K -$5.65K -353 -55%
AssetMark Inc
342
AssetMark Inc
California
$4K -$320 -20 -7%
AFS
343
Annapolis Financial Services
Maryland
$4K – – –
ADL
344
Asset Dedication LLC
California
$4K – – –
SC
345
Schubert & Co
Texas
$4K +$480 +30 +11%
MAM
346
Meeder Asset Management
Ohio
$4K +$3.6K +225 +274%
MA
347
MUFG Americas
New York
$3K -$3.79K -237 -53%
CCM
348
Copeland Capital Management
Pennsylvania
$3K – – –
HWM
349
HighMark Wealth Management
Minnesota
$3K – – –
TAIM
350
TD Ameritrade Investment Management
Nebraska
$3K – – –