We are live on ! Find out more
UBS icon

UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
MEAC
401
M.E. Allison & Co
Texas
$489K
BF
402
Brucke Financial
Indiana
$485K -$56.8K -1,405 -12%
William Blair & Company
403
William Blair & Company
Illinois
$475K +$48.4K +1,198 +13%
OL
404
Optas LLC
Texas
$473K +$3.84K +95 +0.9%
WPC
405
Wedmont Private Capital
Pennsylvania
$469K +$24.6K +609 +7%
PFPG
406
Pinnacle Financial Partners (Georgia)
Georgia
$468K +$408K +10,099 New
CP
407
Covenant Partners
Tennessee
$459K
AWA
408
Arkadios Wealth Advisors
Georgia
$457K -$444 -11 -0.1%
Janney Montgomery Scott
409
Janney Montgomery Scott
Pennsylvania
$454K +$135K +3,353 +52%
WFI
410
West Family Investments
California
$449K +$36.7K +908 +10%
Carson Wealth (CWM LLC)
411
Carson Wealth (CWM LLC)
Nebraska
$444K +$33.2K +822 +9%
HH
412
Hilltop Holdings
Texas
$441K -$4.16K -103 -1%
DAS
413
Diversify Advisory Services
Utah
$434K +$58.9K +1,457 +19%
WG
414
Winton Group
United Kingdom
$431K +$376K +9,300 New
MG
415
Mather Group
Illinois
$425K +$325K +8,052 +717%
GWMR
416
GC Wealth Management RIA
Massachusetts
$422K +$61.1K +1,511 +20%
FT
417
Fiduciary Trust
Massachusetts
$422K +$14.4K +356 +4%
PNC
418
Park National Corp
Ohio
$421K -$3.84K -95 -1%
CB
419
Commerce Bank
Missouri
$414K +$81.9K +2,028 +29%
HAG
420
HighPoint Advisor Group
Illinois
$414K +$14.6K +362 +4%
CIBC Private Wealth Group
421
CIBC Private Wealth Group
Georgia
$413K -$131K -3,232 -27%
JSW
422
Journey Strategic Wealth
New Jersey
$413K -$12.7K -314 -3%
AP
423
Anchyra Partners
Georgia
$407K +$355K +8,796 New
KP
424
Keel Point
Alabama
$407K -$21.5K -533 -6%
CWAG
425
Compton Wealth Advisory Group
Virginia
$407K