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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$31K +$31K +1,809 New
TDC
127
Thompson Davis & Co
Virginia
$30K +$30.4K +1,775 New
MFS
128
MSI Financial Services
Massachusetts
$24K +$24.4K +1,425 New
FHA
129
First Horizon Advisors
Tennessee
$19K +$19.4K +1,135 New
ASN
130
Advisory Services Network
Georgia
$10K +$10.4K +605 New
CTC
131
Central Trust Company
Missouri
$9K +$8.56K +500 New
P
132
Palladiem
Pennsylvania
$9K +$9.03K +527 New
Bessemer Group
133
Bessemer Group
New Jersey
$7K +$6.71K +392 New
MCM
134
MV Capital Management
Maryland
$7K +$6.83K +399 New
Manulife (Manufacturers Life Insurance)
135
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.02K +$5M +291,842 New
CFA
136
Carroll Financial Associates
North Carolina
$5K +$4.9K +286 New
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.88K +168 New
NPC
138
National Planning Corporation
California
$2.67K +$2.74K +160 New
ACS
139
Archford Capital Strategies
Illinois
$2K +$1.59K +93 New
WA
140
WFG Advisors
Texas
$2K +$1.61K +94 New
LBH
141
Lehman Brothers Holdings
New York
$2K +$2K +117 New
BRWA
142
B. Riley Wealth Advisors
Florida
$1.95K +$380K +22,194 New
IF
143
IRON Financial
Illinois
$1.37K +$138K +8,040 New
WT
144
Whittier Trust
California
$1K +$1.1K +64 New
FNBT
145
FineMark National Bank & Trust
Florida
$1K +$1.11K +65 New
RWM
146
Raffa Wealth Management
District of Columbia
$904