Sigma Planning Corp - UBS AG JERSEY BRH ownership

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of UBS AG JERSEY BRH
ValueSharesWeighting
Q2 2015$285,000
-4.7%
8,129
+3.0%
0.04%
-2.5%
Q1 2015$299,000
-16.5%
7,893
-10.4%
0.04%
-14.9%
Q4 2014$358,0008,8080.05%
Other shareholders
UBS AG JERSEY BRH shareholders Q3 2023
NameSharesValueWeighting ↓
Glassman Wealth Services 528,012$21,437,00015.54%
INTEGRATED WEALTH COUNSEL, LLC 271,173$11,010,00013.24%
ASPIRIANT, LLC 2,342,751$95,116,00012.72%
Homrich & Berg 2,222,215$90,222,0009.14%
ARS Wealth Advisors, LLC 501,382$20,356,0008.81%
Mosaic Financial Partners, Inc. 278,022$11,287,0007.66%
Diversified Trust Co 1,526,379$61,971,0005.61%
NBW CAPITAL LLC 539,999$21,924,0005.03%
ALESCO ADVISORS LLC 802,107$32,566,0003.07%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 211,188$8,574,0002.85%
View complete list of UBS AG JERSEY BRH shareholders