We are live on ! Find out more
UBS icon

UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
401
SG Americas Securities
New York
$266K +$72.7K +2,180 +33%
TW
402
Traveka Wealth
California
$263K +$24.5K +736 +9%
CT
403
Chicago Trust
Illinois
$263K +$28.7K +860 +11%
CAM
404
Columbia Asset Management
Michigan
$262K
CWP
405
Cyndeo Wealth Partners
Florida
$261K +$39.4K +1,181 +16%
OC
406
Oppenheimer & Co
New York
$259K -$1.5K -45 -0.5%
WPC
407
Wedmont Private Capital
Pennsylvania
$259K -$5.97K -179 -2%
FT
408
Fiduciary Trust
Massachusetts
$252K -$30.8K -924 -10%
Nomura Holdings
409
Nomura Holdings
Japan
$252K +$274K +8,220 New
SQA
410
Simon Quick Advisors
New Jersey
$251K +$274K +8,210 New
CB
411
Commerce Bank
Missouri
$251K -$21.3K -640 -7%
GM
412
GeoWealth Management
Illinois
$248K -$17.3K -518 -6%
VWM
413
Venturi Wealth Management
Texas
$248K +$6.14K +184 +2%
OFS
414
OneAscent Financial Services
Alabama
$247K +$11.5K +345 +4%
WRPWM
415
Werba Rubin Papier Wealth Management
California
$247K -$44.4K -1,332 -14%
EPIMS
416
Evelyn Partners Investment Management Services
$246K -$2.3K -69 -0.8%
VF
417
Virtu Financial
New York
$245K +$267K +8,011 New
AF
418
Allworth Financial
California
$242K +$86.9K +2,606 +47%
WCA
419
Westover Capital Advisors
Delaware
$240K +$17.8K +533 +7%
PSP
420
Principal Street Partners
Tennessee
$239K
SMA
421
Seven Mile Advisory
New Jersey
$235K -$6.07K -182 -2%
FAIM
422
Financial Advocates Investment Management
Washington
$232K -$634 -19 -0.2%
KWM
423
Kingsview Wealth Management
Oregon
$227K +$8.04K +241 +3%
STA
424
Summit Trail Advisors
New York
$227K +$247K +7,420 New
HAG
425
HighPoint Advisor Group
Illinois
$227K -$6.4K -192 -3%