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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
JTWM
501
Jackson Thornton Wealth Management
Alabama
$219K +$226K +5,284 New
TFIPS
502
Towarzystwo Funduszy Inwestycyjnych PZU SA
$219K +$40.7K +950 +20%
ATPW
503
Ashton Thomas Private Wealth
Arizona
$219K -$3.17K -74 -1%
HI
504
Harbour Investments
Wisconsin
$218K +$15.8K +369 +7%
BF
505
Brucke Financial
Indiana
$218K -$209K -4,895 -47%
WFI
506
West Family Investments
California
$217K -$177K -4,137 -43%
PFS
507
Prospera Financial Services
Texas
$217K -$544K -12,701 -70%
FCA
508
FLC Capital Advisors
California
$214K – – –
CAM
509
Cozad Asset Management
Illinois
$211K -$31.8K -742 -12%
ASN
510
Advisory Services Network
Georgia
$210K +$22.6K +528 +11%
SSC
511
Syverson Strege & Co
Iowa
$209K -$16.8K -392 -7%
MA
512
MONECO Advisors
Connecticut
$208K +$1.88K +44 +0.8%
PE
513
PCM Encore
Colorado
$206K +$226K +5,282 New
GEA
514
Glen Eagle Advisors
New Jersey
$206K – – –
TCBWMS
515
Texas Capital Bank Wealth Management Services
Texas
$206K – – –
PNC
516
Park National Corp
Ohio
$206K -$163K -3,805 -42%
AAP
517
Arax Advisory Partners
Colorado
$206K -$108K -2,527 -33%
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$204K -$14.6K -342 -6%
MM
519
MQS Management
New York
$201K +$220K +5,141 New
CVM
520
Cheviot Value Management
California
$200K – – –
FP
521
Financial Perspectives
Minnesota
$191K – – –
HNB
522
Hilltop National Bank
Wyoming
$189K +$16.2K +379 +8%
IBOK
523
Independence Bank of Kentucky
Kentucky
$182K – – –
RIL
524
Rothschild Investment LLC
Illinois
$147K -$51.2K -1,196 -24%
UB
525
UMB Bank
Missouri
$137K -$14.2K -331 -9%
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