We are live on ! Find out more
UBS icon

UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
251
Keebeck Wealth Management
Illinois
$57K +$51.5K +5,000 New
APA
252
American Portfolios Advisors
New York
$51.6K -$7.7K -748 -14%
IA
253
IFP Advisors
Florida
$49K +$23.5K +2,285 +118%
KPW
254
Kore Private Wealth
New York
$47K – – –
TRCT
255
Tower Research Capital (TRC)
New York
$32K +$8.55K +830 +43%
MHR
256
Matthew Hamilton Rosenberg
$30K +$26.4K +2,568 New
FDCDDQ
257
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.2K – – –
BL
258
Balentine LLC
Georgia
$26K -$11.6K -1,131 -33%
ZB
259
Zions Bancorporation
Utah
$26K +$12.9K +1,249 +123%
PFGIA
260
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$6.3K +612 +42%
MA
261
MUFG Americas
New York
$23K – – –
SIAS
262
Shine Investment Advisory Services
Colorado
$23K – – –
EFSCE
263
Enterprise Financial Services Corp (EFSC)
Missouri
$20K -$2.38K -231 -12%
WB
264
West Bancorporation
Iowa
$20K +$7.16K +695 +66%
BCA
265
Berman Capital Advisors
Georgia
$20K +$9.74K +946 +114%
PCM
266
Prelude Capital Management
New York
$15K -$26.6K -2,579 -66%
WEC
267
Winslow Evans & Crocker
Massachusetts
$14K -$10 -1 -0.1%
CFG
268
Citizens Financial Group
Rhode Island
$14K – – –
VFA
269
Valeo Financial Advisors
Indiana
$14K +$3.36K +326 +36%
HR
270
Howe & Rusling
New York
$13K – – –
PW
271
Price Wealth
Texas
$13K – – –
SFS
272
Sowell Financial Services
Arkansas
$11K -$2.09K -203 -17%
WT
273
Whittier Trust
California
$11K – – –
TC
274
Truvestments Capital
Florida
$9K -$2.49K -242 -23%
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$9K – – –