We are live on ! Find out more
UBS icon

UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
CFB
276
Cullen/Frost Bankers
Texas
$199K -$8.8K -500 -4%
CB
277
Commerce Bank
Missouri
$196K – – –
CAM
278
Cozad Asset Management
Illinois
$196K – – –
JWA
279
JFS Wealth Advisors
Pennsylvania
$195K +$2.45K +139 +1%
EI
280
Ethic Inc
New York
$191K -$123K -6,994 -40%
SW
281
SVB Wealth
Massachusetts
$189K -$135K -7,672 -42%
CA
282
Cullinan Associates
Kentucky
$179K -$211K -12,000 -55%
DI
283
Diligent Investors
California
$179K – – –
AssetMark Inc
284
AssetMark Inc
California
$149K +$100K +5,691 +215%
BCM
285
Blume Capital Management
California
$143K – – –
HWA
286
HHM Wealth Advisors
Tennessee
$116K – – –
TPCW
287
TD Private Client Wealth
New York
$113K +$1.51K +86 +1%
FPS
288
Fieldpoint Private Securities
Connecticut
$106K +$11.1K +630 +12%
IA
289
IFP Advisors
Florida
$83K +$2.64K +150 +3%
JC
290
JBF Capital
Colorado
$74K – – –
FP
291
Financial Perspectives
Minnesota
$73.2K +$72.1K +4,094 New
CG
292
Cutler Group
California
$73K +$72.2K +4,100 New
HNB
293
Huntington National Bank
Ohio
$71K -$2.55K -145 -4%
UB
294
UMB Bank
Missouri
$71K +$69.8K +3,963 New
Koshinski Asset Management
295
Koshinski Asset Management
Illinois
$67.9K -$141 -8 -0.2%
Bessemer Group
296
Bessemer Group
New Jersey
$67K +$19.3K +1,097 +41%
AF
297
Advisornet Financial
Minnesota
$61K -$6.14K -349 -9%
BBHC
298
Brown Brothers Harriman & Co
New York
$56K – – –
Jones Financial Companies
299
Jones Financial Companies
Missouri
$56K +$2.62K +149 +5%
PFGIA
300
Patriot Financial Group Insurance Agency
Massachusetts
$43K – – –