We are live on ! Find out more
UBS icon

UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
626
Sunbelt Securities
Texas
$5.9K – – –
MNA
627
Manning & Napier Advisors
New York
$5.87K -$642 -15 -9%
HIA
628
Harbor Investment Advisory
Maryland
$5.7K – – –
NSIM
629
North Star Investment Management
Illinois
$5.51K +$1.37K +32 +29%
CFO
630
CVA Family Office
Colorado
$5.39K – – –
BWM
631
Benson Wealth Management
Tennessee
$5.35K +$5.86K +137 New
PWAM
632
Private Wealth Asset Management
Iowa
$5.31K – – –
HAP
633
Harbor Asset Planning
Massachusetts
$5.2K – – –
EP
634
Essential Partners
California
$5.12K +$5.61K +131 New
BW
635
Bravera Wealth
North Dakota
$5.05K -$599 -14 -10%
JWM
636
JPL Wealth Management
Colorado
$4.81K +$5.26K +123 New
DF
637
Dunhill Financial
United Kingdom
$4.75K +$5.26K +123 New
PWA
638
Provenance Wealth Advisors
Florida
$4.69K – – –
GFA
639
Godfrey Financial Associates
New York
$4.61K – – –
CCWM
640
Cassaday & Co Wealth Management
Virginia
$4.57K +$5.01K +117 New
RF
641
Rossby Financial
Florida
$4.41K +$4.02K +94 +553%
FPF
642
First Pacific Financial
Washington
$4.38K – – –
GBT
643
Grove Bank & Trust
Florida
$4.22K +$685 +16 +17%
TSMHT
644
Thurston Springer Miller Herd & Titak
Indiana
$4.22K -$1.28K -30 -22%
BOJHT
645
Bank of Jackson Hole Trust
Wyoming
$4.14K – – –
KA
646
Kozak & Associates
Colorado
$4.09K – – –
KCM
647
Key Capital Management
Tennessee
$4.02K +$4.41K +103 New
FCAS
648
First Command Advisory Services
Texas
$3.8K +$2.65K +62 +172%
TCA
649
Trifecta Capital Advisors
Illinois
$3.75K – – –
IAS
650
IMA Advisory Services
Colorado
$3.16K -$385 -9 -10%
24 25
26
27 28