We are live on ! Find out more
UBS icon

UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
576
Bell Investment Advisors
California
$6.31K -$1.28K -33 -18%
WWA
577
Wealth Watch Advisors
Colorado
$6.23K +$5.9K +152 New
SS
578
Sunbelt Securities
Texas
$6.19K +$1.2K +31 +26%
CFO
579
CVA Family Office
Colorado
$5.66K – – –
OP
580
ORG Partners
Indiana
$5.54K – – –
LI
581
LRI Investments
Florida
$5.49K +$932 +24 +22%
HAP
582
Harbor Asset Planning
Massachusetts
$5.45K – – –
FDCP
583
Foster Dykema Cabot & Partners
Massachusetts
$5.25K – – –
CCM
584
Copeland Capital Management
Pennsylvania
$5.17K -$1.75K -45 -26%
FPF
585
First Pacific Financial
Washington
$5.17K -$621 -16 -11%
PWA
586
Physician Wealth Advisors
Utah
$5K – – –
PWA
587
Provenance Wealth Advisors
Florida
$4.92K – – –
TSMHT
588
Thurston Springer Miller Herd & Titak
Indiana
$4.43K -$6.95K -179 -62%
Federated Hermes
589
Federated Hermes
Pennsylvania
$4.22K -$2.99K -77 -43%
BOJHT
590
Bank of Jackson Hole Trust
Wyoming
$4.08K – – –
KA
591
Kozak & Associates
Colorado
$3.67K +$3.73K +96 New
BFS
592
Bare Financial Services
Pennsylvania
$3.36K +$117 +3 +4%
FFO
593
Fortitude Family Office
Arizona
$3.03K – – –
CPG
594
Cornerstone Planning Group
New Jersey
$2.93K -$10.3K -266 -75%
SWP
595
Strategic Wealth Partners
Ohio
$2.83K -$7.22K -186 -73%
Kayne Anderson Rudnick Investment Management
596
Kayne Anderson Rudnick Investment Management
California
$2.67K – – –
MCM
597
Manchester Capital Management
Vermont
$2.54K +$2.41K +62 New
BWL
598
Bogart Wealth LLC
Virginia
$2.25K – – –
KG
599
Kilter Group
New York
$2.13K +$1.13K +29 +126%
AW
600
Avion Wealth
Texas
$2K – – –