We are live on ! Find out more
UBS icon

UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
251
Legacy Financial Advisors
Kentucky
$30K +$9.32K +593 +43%
WCM
252
Whitener Capital Management
North Carolina
$30K +$30.3K +1,928 New
PCP
253
Proficio Capital Partners
Massachusetts
$27K +$8.82K +561 +48%
AF
254
Advisornet Financial
Minnesota
$24K -$2.29K -146 -9%
BWM
255
Baystate Wealth Management
Massachusetts
$24K -$16 -1 -0.1%
BGIM
256
Brandywine Global Investment Management
Pennsylvania
$24K +$928 +59 +4%
AWM
257
AllSquare Wealth Management
New York
$22K
ASN
258
Advisory Services Network
Georgia
$20K -$6.76K -430 -25%
SSB
259
Sandy Spring Bank
Maryland
$20K
CAL
260
Capital Advisors Ltd
Ohio
$19K +$19.4K +1,237 New
SWM
261
SeaCrest Wealth Management
New York
$17K -$3.14K -200 -16%
HR
262
Howe & Rusling
New York
$17K
RWA
263
Ropes Wealth Advisors
Massachusetts
$17K
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$16K
TC
265
Truvestments Capital
Florida
$16K +$15.9K +1,011 New
TRCT
266
Tower Research Capital (TRC)
New York
$14K +$13.6K +867 New
FRA
267
Front Row Advisors
California
$13K +$2.86K +182 +22%
WSTAM
268
Wilbanks Smith & Thomas Asset Management
Virginia
$13K +$12.9K +819 New
CA
269
Centerpoint Advisors
Massachusetts
$12K
FHA
270
First Horizon Advisors
Tennessee
$12K
WWMSC
271
Wagner Wealth Management (South Carolina)
South Carolina
$12K +$11.8K +750 New
WTB
272
Washington Trust Bank
Washington
$12K +$12.4K +790 New
FMII
273
Farmers & Merchants Investments Inc
Nebraska
$11K +$4.23K +269 +60%
RFWA
274
RPg Family Wealth Advisory
Massachusetts
$10.8K +$10.8K +687 New
ME
275
McIlrath & Eck
Washington
$10K