We are live on ! Find out more
UBS icon

UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
IFP Advisors
Florida
$28K -$12.8K -787 -26%
RFWA
202
RPg Family Wealth Advisory
Massachusetts
$25.2K -$114 -7 -0.4%
FHA
203
First Horizon Advisors
Tennessee
$24K +$3.64K +224 +18%
MFS
204
MSI Financial Services
Massachusetts
$19K +$6.3K +388 +48%
TDC
205
Thompson Davis & Co
Virginia
$18K -$6.98K -430 -28%
RWA
206
Ropes Wealth Advisors
Massachusetts
$18K – – –
AssetMark Inc
207
AssetMark Inc
California
$18K +$14.1K +869 +332%
ANBT
208
American National Bank & Trust
Texas
$17K – – –
AA
209
Apriem Advisors
California
$16K – – –
WA
210
Winfield Associates
Ohio
$16K +$16.1K +990 New
WA
211
WFG Advisors
Texas
$14K +$4.87K +300 +54%
Federated Hermes
212
Federated Hermes
Pennsylvania
$13K +$13.5K +830 New
WAS
213
WESPAC Advisors SoCal
California
$12.4K +$12.6K +775 New
ASN
214
Advisory Services Network
Georgia
$11K -$487 -30 -4%
WC
215
Whitnell & Co
Illinois
$11K +$3.7K +228 +47%
PR
216
Payden & Rygel
California
$8K – – –
WAM
217
Wealthspire Advisors (Maryland)
Maryland
$7K -$552 -34 -7%
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$7K +$309 +19 +5%
MFW
219
Mosaic Family Wealth
Missouri
$7K +$7.1K +437 New
Nisa Investment Advisors
220
Nisa Investment Advisors
Missouri
$7K +$7.57K +466 New
Macquarie Group
221
Macquarie Group
Australia
$4K +$4.47K +275 New
BNP Paribas Financial Markets
222
BNP Paribas Financial Markets
France
$3.36K +$1.62K +100 +91%
PFBT
223
Parkside Financial Bank & Trust
Missouri
$3K – – –
PSC
224
Prentiss Smith & Co
Vermont
$3K +$3.25K +200 New
Bessemer Group
225
Bessemer Group
New Jersey
$2K -$45.4K -2,797 -96%