We are live on ! Find out more
UBS icon

UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
201
United Capital Financial Advisors
Texas
$198K +$54.1K +4,270 +35%
HPCM
202
High Pointe Capital Management
Illinois
$189K
PCG
203
Private Capital Group
Connecticut
$189K +$131K +10,323 +196%
SI
204
Stephens Inc
Arkansas
$188K -$469 -37 -0.2%
BF
205
BOK Financial
Oklahoma
$188K +$12.1K +959 +7%
CAN
206
Claraphi Advisory Network
United States
$182K -$9.5K -750 -5%
OCG
207
Opus Capital Group
Ohio
$181K -$58.6K -4,630 -24%
RL
208
Ruffer LLP
United Kingdom
$174K -$48.8K -3,850 -21%
IWM
209
IHT Wealth Management
Illinois
$169K -$12K -951 -6%
SB
210
Suntrust Banks
Georgia
$168K +$41.8K +3,301 +31%
BP
211
Ballentine Partners
Massachusetts
$165K -$26.9K -2,120 -13%
FWCM
212
Ferguson Wellman Capital Management
Oregon
$161K -$3.71M -292,914 -96%
LC
213
Lindbrook Capital
California
$160K +$3.34K +264 +2%
CAN
214
Cetera Advisor Networks
California
$160K +$166K +13,090 New
Truist Financial
215
Truist Financial
North Carolina
$156K -$3.55K -280 -2%
PAG
216
Private Advisor Group
New Jersey
$153K +$6.99K +552 +5%
KPW
217
Kore Private Wealth
New York
$152K
Verition Fund Management
218
Verition Fund Management
Connecticut
$151K +$157K +12,429 New
CBU
219
CIBC Bank USA
Illinois
$148K -$6.9K -545 -4%
MCM
220
MAI Capital Management
Ohio
$147K -$13.9K -1,095 -8%
RI
221
Ridgewood Investments
New Jersey
$145K +$151K +11,939 New
SSA
222
Schonfeld Strategic Advisors
New York
$143K +$149K +11,800 New
AP
223
Advisor Partners
California
$138K +$4.86K +384 +3%
CAM
224
Cozad Asset Management
Illinois
$135K
DI
225
Diligent Investors
California
$131K