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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
CB
326
Community Bank
New York
$18.7K
BFPW
327
BOK Financial Private Wealth
Colorado
$16.9K
CA
328
Corrado Advisors
New Jersey
$15.9K +$14.5K +850 New
CSPIA
329
Cary Street Partners Investment Advisory
Virginia
$15.6K +$14.2K +836 New
SBL
330
Sargent Bickham Lagudis
Colorado
$12K
MPCL
331
My Personal CFO LLC
Washington
$12K +$11K +645 New
JWA
332
JFS Wealth Advisors
Pennsylvania
$11.8K -$85.8K -5,045 -89%
AF
333
Allworth Financial
California
$11.6K -$4.07K -239 -28%
MA
334
Montag & Associates
Georgia
$10.8K +$9.81K +577 New
Twin Tree Management
335
Twin Tree Management
Texas
$10.7K -$5.53M -325,355 -100%
RWM
336
Raffa Wealth Management
District of Columbia
$9.71K +$2.84K +167 +47%
FHA
337
First Horizon Advisors
Tennessee
$9.44K +$3.04K +179 +55%
FDCDDQ
338
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.43K
HPC
339
HM Payson & Co
Maine
$9.43K
GCM
340
Gables Capital Management
Florida
$9.34K +$8.5K +500 New
GJIA
341
Glass Jacobson Investment Advisors
Maryland
$8.89K +$8.1K +476 New
PWMG
342
Prestige Wealth Management Group
New Jersey
$8.55K +$7.79K +458 New
EARNEST Partners
343
EARNEST Partners
Georgia
$8.53K
ASN
344
Advisory Services Network
Georgia
$8.49K +$7.74K +455 New
TWI
345
Thomas White International
Illinois
$8.48K -$1.54M -90,699 -100%
FCA
346
FinTrust Capital Advisors
South Carolina
$8.42K
RFG
347
RFP Financial Group
Georgia
$8.42K +$7.67K +451 New
SIS
348
Sound Income Strategies
Florida
$8.1K
FGAM
349
Financial Gravity Asset Management
Texas
$8.01K +$68 +4 +27%
BIA
350
Bell Investment Advisors
California
$7.34K -$204 -12 -3%