We are live on ! Find out more
UBS icon

UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
MA
501
Montag & Associates
Georgia
$12.6K
USB
502
Union Savings Bank
Connecticut
$12.4K
GFPC
503
Global Financial Private Client
Florida
$12.1K
PB
504
Pinnacle Bancorp
Nebraska
$11.6K
HDIM
505
Hanson & Doremus Investment Management
Vermont
$10K
GJIA
506
Glass Jacobson Investment Advisors
Maryland
$9.55K
SCM
507
Sterling Capital Management
North Carolina
$9.55K
W
508
WealthCollab
Washington
$9.34K
T
509
Transce3nd
Texas
$9.25K +$9.67K +305 New
PA
510
Pineridge Advisors
Missouri
$8.58K +$8.97K +283 New
RWM
511
Raffa Wealth Management
District of Columbia
$8.31K
SIC
512
Salem Investment Counselors
North Carolina
$8.19K
PCM
513
Penserra Capital Management
California
$8K
AT
514
Arlington Trust
Alabama
$7.13K
WAS
515
Winch Advisory Services
Wisconsin
$6.89K
PAM
516
Paradigm Asset Management
New York
$6.79K
RF
517
Roxbury Financial
New Jersey
$6.78K +$6.63K +209 New
CPG
518
Cornerstone Planning Group
New Jersey
$6.69K +$3.36K +106 +131%
FIM
519
FWL Investment Management
Texas
$6.64K +$6.94K +219 New
SO
520
Sierra Ocean
California
$6.64K +$6.94K +219 New
WWP
521
WR Wealth Planners
Missouri
$6.61K -$95 -3 -1%
MAS
522
MPWM Advisory Solutions
Georgia
$6.06K +$6.34K +200 New
PMFA
523
Plante Moran Financial Advisors
Michigan
$5.97K +$6.24K +197 New
BIA
524
Bell Investment Advisors
California
$5.67K
FFA
525
Frazier Financial Advisors
Ohio
$5.6K -$5.77K -182 -50%