We are live on ! Find out more
UBS icon

UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
BG
201
Bahl & Gaynor
Ohio
$199K +$188K +10,800 New
UR
202
USCA RIA
Texas
$196K +$185K +10,672 New
LC
203
Loews Corp
New York
$195K
BCM
204
BTC Capital Management
Iowa
$193K +$184K +10,567 New
First Trust Advisors
205
First Trust Advisors
Illinois
$190K -$70.2K -4,041 -28%
DI
206
Diligent Investors
California
$185K
HA
207
Harbor Advisors
Florida
$183K +$174K +10,000 New
IWP
208
Icon Wealth Partners
Texas
$177K +$167K +9,612 New
GT
209
Glenmede Trust
Pennsylvania
$163K -$402K -23,119 -72%
FIB
210
First Interstate Bank
Montana
$163K
FCA
211
Florence Capital Advisors
New York
$142K
JWA
212
JFS Wealth Advisors
Pennsylvania
$129K
Group One Trading
213
Group One Trading
Illinois
$120K +$113K +6,500 New
QCG
214
Quadrant Capital Group
Ohio
$102K -$1.23K -71 -1%
AssetMark Inc
215
AssetMark Inc
California
$98K +$6.92K +398 +8%
HFP
216
Holistic Financial Partners
Indiana
$96K +$90.9K +5,231 New
CG
217
Cutler Group
California
$93K -$293K -16,846 -77%
BBA
218
Braun-Bostich & Associates
Pennsylvania
$91K +$86.1K +4,953 New
BlackRock
219
BlackRock
New York
$85K -$2.34M -134,622 -97%
OWA
220
One Wealth Advisors
California
$80K +$75.8K +4,362 New
ZB
221
Zions Bancorporation
Utah
$71K +$1.56K +90 +2%
MOS
222
MGO One Seven
Ohio
$71K +$66.7K +3,836 New
MA
223
MUFG Americas
New York
$70K -$249K -14,344 -79%
OIA
224
OneDigital Investment Advisors
Kansas
$68K
EFSCE
225
Enterprise Financial Services Corp (EFSC)
Missouri
$64K