We are live on ! Find out more
UBS icon

UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
SSC
526
Syverson Strege & Co
Iowa
$249K -$14.9K -328 -6%
TFA
527
Tranquilli Financial Advisor
New Jersey
$248K +$228K +5,008 New
IA
528
Inspire Advisors
Idaho
$248K +$228K +5,003 New
MWA
529
Madson Wealth Advisors
California
$248K +$228K +5,000 New
SFC
530
SYM Financial Corp
Indiana
$247K +$227K +4,982 New
OFS
531
OneAscent Financial Services
Alabama
$247K -$39.1K -859 -15%
SFS
532
Sowell Financial Services
Arkansas
$246K +$226K +4,965 New
FP
533
Financial Perspectives
Minnesota
$243K
CIA
534
Capital Investment Advisors
Georgia
$242K +$222K +4,879 New
SI
535
Seeds Investor
New York
$242K +$222K +4,875 New
CVM
536
Cheviot Value Management
California
$241K -$11.4K -250 -5%
HIP
537
HUB Investment Partners
Texas
$241K +$221K +4,863 New
CIA
538
Choate Investment Advisors
Massachusetts
$241K +$221K +4,854 New
DAS
539
Dynamic Advisor Solutions
Arizona
$239K +$220K +4,830 New
Macquarie Group
540
Macquarie Group
Australia
$239K +$220K +4,823 New
GC
541
Granville Capital
North Carolina
$238K +$219K +4,803 New
IBOK
542
Independence Bank of Kentucky
Kentucky
$236K
GWM
543
GDS Wealth Management
Texas
$235K +$216K +4,741 New
SHFG
544
S Harris Financial Group
Texas
$233K +$214K +4,700 New
CRC
545
Curi RMB Capital
Illinois
$232K +$213K +4,679 New
CF
546
Convergence Financial
Missouri
$231K +$212K +4,660 New
CAG
547
Crestwood Advisors Group
Massachusetts
$230K +$212K +4,651 New
PI
548
PFG Investments
New York
$230K +$211K +4,637 New
IB
549
Intrust Bank
Kansas
$228K +$210K +4,603 New
PNC
550
Park National Corp
Ohio
$228K -$31.1K -683 -13%