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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
501
Addison Advisors
Vermont
$19.5K +$2.33K +70 +12%
FMP
502
Financial Management Professionals
Texas
$19K – – –
CYG
503
Clean Yield Group
Vermont
$18.1K – – –
TSMHT
504
Thurston Springer Miller Herd & Titak
Indiana
$18K +$1.47K +44 +8%
ZBNA
505
Zions Bancorporation, National Association
Utah
$16.8K +$18.3K +550 New
SIS
506
Sound Income Strategies
Florida
$16.5K – – –
GCM
507
Gables Capital Management
Florida
$15.3K – – –
NFSG
508
Newbridge Financial Services Group
Florida
$15.3K – – –
CPG
509
Cornerstone Planning Group
New Jersey
$14.4K +$10.2K +307 +164%
TC
510
Truvestments Capital
Florida
$14.3K +$15.5K +466 New
LC
511
Lavaca Capital
Texas
$14.1K – – –
GKIM
512
GW&K Investment Management
Massachusetts
$14K – – –
MSG
513
Main Street Group
Virginia
$13.5K – – –
CIAM
514
Caitong International Asset Management
Hong Kong
$13.1K -$3.33K -100 -19%
USB
515
Union Savings Bank
Connecticut
$12.6K – – –
CIA
516
Cape Investment Advisory
Georgia
$12.4K -$3.94K -118 -23%
NSG
517
Nalls Sherbakoff Group
Tennessee
$12.3K +$13.3K +400 New
GFPC
518
Global Financial Private Client
Florida
$12.2K – – –
NC
519
NewSquare Capital
Pennsylvania
$12K +$10.4K +313 +391%
BWM
520
Bullock Wealth Management
Indiana
$11.6K – – –
GWSG
521
GPS Wealth Strategies Group
Colorado
$11.6K +$12.6K +378 New
MA
522
Montag & Associates
Georgia
$11.2K -$1.6K -48 -12%
PB
523
Pinnacle Bancorp
Nebraska
$11K -$634 -19 -5%
MCM
524
MAI Capital Management
Ohio
$10.1K +$7K +210 +174%
HDIM
525
Hanson & Doremus Investment Management
Vermont
$10K – – –
19 20
21
22 23