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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
WA
201
Winfield Associates
Ohio
$15K -$272 -20 -2%
ANBT
202
American National Bank & Trust
Texas
$15K
RWA
203
Ropes Wealth Advisors
Massachusetts
$15K
GXMC
204
Global X Management Company
New York
$14K -$31.3K -2,300 -69%
MFS
205
MSI Financial Services
Massachusetts
$12K +$163 +12 +1%
WRM
206
Westport Resources Management
Connecticut
$11K +$10K +738 +717%
ASN
207
Advisory Services Network
Georgia
$10K
WAM
208
Wealthspire Advisors (Maryland)
Maryland
$8K -$368 -27 -4%
Nisa Investment Advisors
209
Nisa Investment Advisors
Missouri
$8K +$177 +13 +2%
NFG
210
Next Financial Group
Texas
$7K +$1.14K +84 +21%
WC
211
Whitnell & Co
Illinois
$6K +$5.94K +436 New
VOYA Investment Management
212
VOYA Investment Management
Georgia
$5.37K +$177 +13 +0%
GI
213
Gradient Investments
Minnesota
$5K +$4.86K +357 New
IWMPD
214
Integrated Wealth Management (Palm Desert)
California
$3K +$1.14K +84 +79%
HIIFS
215
Harel Insurance Investments & Financial Services
Israel
$2K
PMFA
216
Plante Moran Financial Advisors
Michigan
$2K
RWM
217
Raffa Wealth Management
District of Columbia
$1.93K
WP
218
WealthPLAN Partners
Nebraska
$1.65K -$1.62K -119 -50%
TWI
219
Thomas White International
Illinois
$1K -$4.71M -345,602 -100%
ACS
220
Archford Capital Strategies
Illinois
$1K -$1.63K -120 -50%
CHC
221
City Holding Co
West Virginia
$1K
PCP
222
Proficio Capital Partners
Massachusetts
$1K
M
223
MOTCO
Texas
$1K +$653 +48 New
WEC
224
Winslow Evans & Crocker
Massachusetts
$410
O
225
OppenheimerFunds
New York
-$393M -30,406,565 Closed