We are live on ! Find out more
UBS icon

UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
HNB
526
Hilltop National Bank
Wyoming
$207K +$7.88K +195 +5%
EWA
527
Exencial Wealth Advisors
Oklahoma
$207K +$180K +4,464 New
AG
528
AlTi Global
New York
$205K +$179K +4,437 New
SCM
529
Shelton Capital Management
Colorado
$205K +$179K +4,435 New
CPA
530
Capital Performance Advisors
California
$204K +$178K +4,409 New
IA
531
IFP Advisors
Florida
$192K +$37.1K +918 +28%
IUHSA
532
Itau Unibanco Holding S.A.
Brazil
$181K +$158K +3,916 New
UB
533
UMB Bank
Missouri
$177K -$3.11K -77 -2%
BC
534
Bayforest Capital
United Kingdom
$162K +$142K +3,508 New
A
535
Allianz
Germany
$158K
GSWM
536
Golden State Wealth Management
California
$146K -$2.22K -55 -2%
CFD
537
Creative Financial Designs
Indiana
$133K +$40 +1 +0%
MHR
538
Matthew Hamilton Rosenberg
$124K -$3.27K -81 -3%
BGAI
539
Bruce G. Allen Investments
Colorado
$122K -$404 -10 -0.4%
AUB
540
Atlantic Union Bankshares
Virginia
$119K
CSP
541
Cary Street Partners
Virginia
$111K +$97.1K +2,403 New
Fifth Third Bancorp
542
Fifth Third Bancorp
Ohio
$106K -$4.44K -110 -5%
WIM
543
Westside Investment Management
California
$98.7K
CSPIA
544
Cary Street Partners Investment Advisory
Virginia
$97.7K +$85.2K +2,109 New
AWM
545
Activest Wealth Management
Florida
$93.3K
BCM
546
Berbice Capital Management
New York
$74.1K +$4.04K +100 +7%
WSFS
547
Wilmington Savings Fund Society
Delaware
$73.6K +$13.1K +325 +26%
NFSG
548
Newbridge Financial Services Group
Florida
$72.9K
PFBT
549
Parkside Financial Bank & Trust
Missouri
$67.8K +$2.42K +60 +4%
SIS
550
Sound Income Strategies
Florida
$64.8K +$33.5K +829 +154%