We are live on ! Find out more
UBS icon

UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
526
Flagship Wealth Advisors
Massachusetts
$28.7K +$27.2K +700 New
MCM
527
MAI Capital Management
Ohio
$25.4K -$146K -3,756 -86%
TRCT
528
Tower Research Capital (TRC)
New York
$24.5K -$712K -18,344 -97%
CYG
529
Clean Yield Group
Vermont
$24.2K – – –
TWD
530
True Wealth Design
Ohio
$23.9K +$22.7K +584 New
HNB
531
Huntington National Bank
Ohio
$23.2K +$6.6K +170 +43%
SIS
532
Sound Income Strategies
Florida
$21.6K – – –
HWP
533
Highline Wealth Partners
California
$21.5K +$11.7K +300 +133%
W
534
WealthCollab
Washington
$20.9K +$2.17K +56 +12%
ZBNA
535
Zions Bancorporation, National Association
Utah
$20.5K -$1.9K -49 -9%
GCM
536
Gables Capital Management
Florida
$20.5K – – –
CA
537
CoreCap Advisors
Michigan
$20.4K – – –
RWA
538
Redmont Wealth Advisors
Illinois
$19.5K – – –
GKIM
539
GW&K Investment Management
Massachusetts
$19K – – –
LC
540
Lavaca Capital
Texas
$18.9K – – –
MSG
541
Main Street Group
Virginia
$18.1K – – –
NSG
542
Nalls Sherbakoff Group
Tennessee
$16.4K – – –
FMP
543
Financial Management Professionals
Texas
$15.3K +$350 +9 +2%
MA
544
Montag & Associates
Georgia
$14K -$2.56K -66 -16%
HDIM
545
Hanson & Doremus Investment Management
Vermont
$14K – – –
BI
546
Binnacle Investments
Iowa
$13.7K +$6.02K +155 +86%
SCM
547
Sterling Capital Management
North Carolina
$12.9K – – –
RWM
548
Raffa Wealth Management
District of Columbia
$12.9K +$1.55K +40 +15%
QL
549
Quarry LP
New York
$11.7K +$11.1K +286 New
PB
550
Pinnacle Bancorp
Nebraska
$11.5K -$6.06K -156 -36%
20 21
22
23 24