We are live on ! Find out more
UBS icon

UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
501
GPS Wealth Strategies Group
Colorado
$9.19K
AFS
502
Annapolis Financial Services
Maryland
$9.13K
W
503
WealthCollab
Washington
$9.1K +$3.75K +126 +69%
WWP
504
WR Wealth Planners
Missouri
$8.83K +$59 +2 +0.7%
RWM
505
Raffa Wealth Management
District of Columbia
$8.09K
CAS
506
Coppell Advisory Solutions
Texas
$8.01K +$8.06K +271 New
HFM
507
Harvest Fund Management
China
$8K +$446 +15 +6%
AT
508
Arlington Trust
Alabama
$6.94K
BBHC
509
Brown Brothers Harriman & Co
New York
$6.79K
WAS
510
Winch Advisory Services
Wisconsin
$6.71K +$149 +5 +2%
PAM
511
Paradigm Asset Management
New York
$6.62K
GBT
512
Grove Bank & Trust
Florida
$6.2K +$6.24K +210 New
GLR
513
Great Lakes Retirement
Ohio
$5.91K +$5.95K +200 New
Federated Hermes
514
Federated Hermes
Pennsylvania
$5.67K +$535 +18 +10%
BIA
515
Bell Investment Advisors
California
$5.52K
TSMHT
516
Thurston Springer Miller Herd & Titak
Indiana
$5.43K +$5.47K +184 New
OP
517
ORG Partners
Indiana
$5.42K +$5.38K +181 New
WIM
518
Westside Investment Management
California
$5.29K +$5.32K +179 New
PCWA
519
Pacific Capital Wealth Advisors
California
$4.93K
TFF
520
The Family Firm
Maryland
$4.52K +$4.55K +153 New
JFGIW
521
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.11K +$4.13K +139 New
DF
522
DecisionPoint Financial
Arizona
$4.11K
CFO
523
CVA Family Office
Colorado
$4.08K
WIA
524
Wetzel Investment Advisors
Indiana
$3.87K
PWA
525
Provenance Wealth Advisors
Florida
$3.54K