We are live on ! Find out more
UBS icon

UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
RA
201
Rational Advisors
New York
$179K +$185K +15,070 New
PAM
202
PVG Asset Management
Colorado
$178K +$185K +15,070 New
OCG
203
Opus Capital Group
Ohio
$177K – – –
SI
204
Stephens Inc
Arkansas
$176K -$7.55K -616 -4%
WP
205
WealthSource Partners
California
$176K +$182K +14,815 New
CAN
206
Claraphi Advisory Network
United States
$174K -$4.9K -400 -3%
AIM
207
Axiom Investment Management
New York
$171K -$55.4K -4,520 -24%
RL
208
Ruffer LLP
United Kingdom
$171K – – –
IWM
209
IHT Wealth Management
Illinois
$165K – – –
CG
210
Caprock Group
Idaho
$161K -$113K -9,201 -40%
CAM
211
Cozad Asset Management
Illinois
$157K +$25.9K +2,110 +19%
FT
212
Fiduciary Trust
Massachusetts
$153K +$158K +12,907 New
LC
213
Lindbrook Capital
California
$152K -$5.07K -414 -3%
ECM
214
ExodusPoint Capital Management
New York
$152K +$157K +12,800 New
HPCM
215
High Pointe Capital Management
Illinois
$149K -$37.3K -3,040 -19%
KPW
216
Kore Private Wealth
New York
$149K – – –
HighTower Advisors
217
HighTower Advisors
Illinois
$145K -$219K -17,831 -59%
RI
218
Ridgewood Investments
New Jersey
$144K +$2.85K +233 +2%
LSAG
219
Lake Street Advisors Group
New Hampshire
$133K +$138K +11,265 New
DI
220
Diligent Investors
California
$128K – – –
UCFA
221
United Capital Financial Advisors
Texas
$125K -$71.1K -5,798 -35%
SB
222
Suntrust Banks
Georgia
$123K -$42.4K -3,463 -25%
AP
223
Advisor Partners
California
$123K -$13.1K -1,068 -9%
Truist Financial
224
Truist Financial
North Carolina
$122K -$32K -2,608 -20%
CBU
225
CIBC Bank USA
Illinois
$121K -$25K -2,041 -17%