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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
401
Creative Financial Designs
Indiana
$64.4K
MHR
402
Matthew Hamilton Rosenberg
$60.6K
SPIA
403
Steward Partners Investment Advisory
New York
$59.2K +$16.6K +712 +42%
TPCW
404
TD Private Client Wealth
New York
$52.3K +$3.22K +138 +7%
First Manhattan
405
First Manhattan
New York
$49.3K
TJHA
406
Thomas J. Herzfeld Advisors
Florida
$49.3K
WT
407
Washington Trust
Rhode Island
$48.1K +$45.6K +1,952 New
HFM
408
Harvest Fund Management
China
$46K +$23.7K +1,013 +118%
ZB
409
Zions Bancorporation
Utah
$40.3K
GRP
410
Global Retirement Partners
California
$40.2K -$794 -34 -2%
APW
411
Acima Private Wealth
Virginia
$34K
CSPIA
412
Cary Street Partners Investment Advisory
Virginia
$33K +$12K +512 +62%
AIM
413
Anchor Investment Management
South Carolina
$29.6K -$8.29K -355 -23%
RFA
414
Resurgent Financial Advisors
Georgia
$25.7K
CB
415
Community Bank
New York
$24.6K
BF
416
BOK Financial
Oklahoma
$24.3K +$20.6K +880 +571%
BFPW
417
BOK Financial Private Wealth
Colorado
$22.3K
HGERS
418
Householder Group Estate & Retirement Specialist
Arizona
$21.1K +$20K +858 New
PFBT
419
Parkside Financial Bank & Trust
Missouri
$20.9K
Jones Financial Companies
420
Jones Financial Companies
Missouri
$20.2K +$19.2K +821 New
FHA
421
First Horizon Advisors
Tennessee
$19.9K +$4.91K +210 +35%
FDCDDQ
422
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.9K -$2.92K -125 -14%
FCA
423
FinTrust Capital Advisors
South Carolina
$18.5K +$6.98K +299 +66%
JWA
424
JFS Wealth Advisors
Pennsylvania
$16.1K +$2.66K +114 +21%
SVCP
425
Silicon Valley Capital Partners
California
$15.2K