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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
401
Raffa Wealth Management
District of Columbia
$10.1K -$141 -7 -1%
FMP
402
Financial Management Professionals
Texas
$10K – – –
KFI
403
Key Financial Inc
Pennsylvania
$9.24K – – –
RFG
404
RFP Financial Group
Georgia
$9.14K – – –
USB
405
Union Savings Bank
Connecticut
$9.09K +$8.24K +410 New
BG
406
Bollard Group
Massachusetts
$9K +$9.31K +463 New
GJIA
407
Glass Jacobson Investment Advisors
Maryland
$8.88K +$8.81K +438 New
SIS
408
Sound Income Strategies
Florida
$8.8K – – –
WWP
409
WR Wealth Planners
Missouri
$8.63K -$302 -15 -3%
FCA
410
FinTrust Capital Advisors
South Carolina
$8.42K – – –
GKIM
411
GW&K Investment Management
Massachusetts
$8K +$7.46K +371 New
NSG
412
Nalls Sherbakoff Group
Tennessee
$7.56K – – –
PAM
413
Paradigm Asset Management
New York
$7.5K +$7.44K +370 New
FA
414
Fiduciary Alliance
South Carolina
$6.77K +$6.71K +334 New
GWSG
415
GPS Wealth Strategies Group
Colorado
$6.3K +$6.25K +311 New
AFS
416
Annapolis Financial Services
Maryland
$6.26K – – –
ADL
417
Asset Dedication LLC
California
$6K – – –
CAS
418
Coppell Advisory Solutions
Texas
$5.42K +$5.45K +271 New
FGAM
419
Financial Gravity Asset Management
Texas
$5.08K -$20 -1 -5%
BFEC
420
Benjamin F. Edwards & Company
Missouri
$5K -$9.07K -451 -64%
WAS
421
Winch Advisory Services
Wisconsin
$5K +$4.46K +222 New
TWM
422
Tradition Wealth Management
Minnesota
$5K +$5.25K +261 New
CCM
423
Copeland Capital Management
Pennsylvania
$4.34K – – –
OP
424
ORG Partners
Indiana
$4K +$4.34K +216 New
CCA
425
Column Capital Advisors
Indiana
$3.38K – – –
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