We are live on
!
Find out more
OUBS
USB AG (NEW)
OUBS
OUBS
Delisted
OUBS was delisted on the 16th of January, 2015.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
26
Truist Financial
Charlotte,
North Carolina
| – | -$311K | -16,654 | Closed |
|
| 27 |
AP
27
Advisor Partners
Walnut Creek,
California
| – | -$274K | -14,677 | Closed |
|
| 28 |
HT
28
HighTower Trust
Houston,
Texas
| – | -$237K | -12,702 | Closed |
|
| 29 |
EWM
29
Elite Wealth Management
Kirkland,
Washington
| – | -$181K | -11,230 | Closed |
|
| 30 |
30
Natixis Advisors
Boston,
Massachusetts
| – | -$203K | -10,871 | Closed |
|
| 31 |
MFS
31
MSI Financial Services
Springfield,
Massachusetts
| – | -$17K | -891 | Closed |
|
| 32 |
IWMPD
32
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$5K | -295 | Closed |
|
| 33 |
RFA
33
Reilly Financial Advisors
La Mesa,
California
| – | -$5K | -259 | Closed |
|
| 34 |
FPFS
34
First Personal Financial Services
Charlotte,
North Carolina
| – | -$5K | -242 | Closed |
|
| 35 |
BBHC
35
Brown Brothers Harriman & Co
New York
| – | -$3K | -144 | Closed |
|
| 36 |
GWM
36
Gupta Wealth Management
San Diego,
California
| – | -$2K | -126 | Closed |
|