We are live on ! Find out more
UBS icon

UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
WPC
376
Wedmont Private Capital
Pennsylvania
$300K +$3.17K +100 +1%
DADC
377
D.A. Davidson & Co
Montana
$298K +$2.22K +70 +0.7%
KOCAA
378
Knights of Columbus Asset Advisors
Connecticut
$297K
SAM
379
Smartleaf Asset Management
Massachusetts
$296K +$199K +6,269 +184%
PA
380
Pinnacle Associates
New York
$295K -$108K -3,400 -26%
CWM
381
Calamos Wealth Management
Illinois
$294K
SA
382
Shilanski & Associates
Alaska
$293K -$22.9K -721 -7%
PWPS
383
Pinnacle Wealth Planning Services
Ohio
$291K -$83.1K -2,623 -21%
ICP
384
Impact Capital Partners
Colorado
$289K +$302K +9,538 New
Millennium Management
385
Millennium Management
New York
$287K +$300K +9,480 New
BNP Paribas Financial Markets
386
BNP Paribas Financial Markets
France
$285K -$2.11M -66,501 -88%
WRPWM
387
Werba Rubin Papier Wealth Management
California
$285K +$95 +3 +0%
FOA
388
Five Oceans Advisors
California
$282K +$14.8K +468 +5%
KP
389
Keel Point
Alabama
$280K +$12.3K +389 +4%
FT
390
Fiduciary Trust
Massachusetts
$277K +$34K +1,072 +13%
NRD
391
Nebula Research & Development
New York
$276K +$17.8K +563 +7%
BMWM
392
Brown Miller Wealth Management
Virginia
$271K +$283K +8,941 New
CFB
393
Cullen/Frost Bankers
Texas
$269K -$6.53K -206 -2%
CB
394
Commerce Bank
Missouri
$268K -$13.9K -438 -5%
KPWS
395
Kestra Private Wealth Services
Texas
$263K -$9.32K -294 -3%
GM
396
GeoWealth Management
Illinois
$261K +$117K +3,683 +75%
CAM
397
Columbia Asset Management
Michigan
$259K
OC
398
Oppenheimer & Co
New York
$258K -$40K -1,262 -13%
HAG
399
HighPoint Advisor Group
Illinois
$253K +$11.1K +349 +5%
EPIMS
400
Evelyn Partners Investment Management Services
$250K +$259K +8,169 New