We are live on ! Find out more
UBS icon

UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
476
Geneos Wealth Management
Colorado
$28K – – –
BCM
477
Berbice Capital Management
New York
$27.3K +$28.5K +900 New
GI
478
GAMMA Investing
California
$25.3K +$1.36K +43 +5%
FHA
479
First Horizon Advisors
Tennessee
$24.5K -$2.6K -82 -9%
KFI
480
Key Financial Inc
Pennsylvania
$23.4K +$10K +317 +70%
KIM
481
Kestra Investment Management
Texas
$22.6K +$23.6K +745 New
RA
482
Rise Advisors
New York
$22K – – –
WA
483
Whipplewood Advisors
Colorado
$21.7K +$22.7K +716 New
FMP
484
Financial Management Professionals
Texas
$18.8K +$4.37K +138 +29%
FDCDDQ
485
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.3K -$26.2K -827 -58%
CYG
486
Clean Yield Group
Vermont
$17.9K – – –
AA
487
Addison Advisors
Vermont
$17.1K +$4.44K +140 +33%
ZB
488
Zions Bancorporation
Utah
$16.7K -$4.47K -141 -20%
TSMHT
489
Thurston Springer Miller Herd & Titak
Indiana
$16.5K +$11.4K +359 +195%
SIS
490
Sound Income Strategies
Florida
$16.3K -$9.32K -294 -35%
CIAM
491
Caitong International Asset Management
Hong Kong
$16K +$16.7K +527 New
CIA
492
Cape Investment Advisory
Georgia
$15.9K – – –
GCM
493
Gables Capital Management
Florida
$15.2K – – –
NFSG
494
Newbridge Financial Services Group
Florida
$15.2K – – –
CAS
495
Coppell Advisory Solutions
Texas
$14.9K +$6.85K +216 +80%
PTC
496
Private Trust Company
Ohio
$14.9K +$15.4K +487 New
GKIM
497
GW&K Investment Management
Massachusetts
$14K – – –
LC
498
Lavaca Capital
Texas
$13.9K +$14.6K +460 New
HNB
499
Huntington National Bank
Ohio
$13.7K -$45K -1,421 -76%
MSG
500
Main Street Group
Virginia
$13.4K +$14K +442 New
18 19
20
21 22