We are live on ! Find out more
UBS icon

UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
201
Cozad Asset Management
Illinois
$201K +$48.4K +4,704 +37%
VFA
202
Voya Financial Advisors
Connecticut
$199K -$12.2K -1,188 -6%
AWM
203
AE Wealth Management
Kansas
$195K +$11.5K +1,118 +7%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$189K +$10.5K +1,021 +7%
Vanguard Personalized Indexing Management
205
Vanguard Personalized Indexing Management
California
$186K +$166K +16,146 New
Creative Planning
206
Creative Planning
Kansas
$181K -$286K -27,811 -64%
CSS
207
Cubist Systematic Strategies
Connecticut
$179K -$233K -22,589 -59%
BP
208
Ballentine Partners
Massachusetts
$177K +$3.2K +311 +2%
PA
209
Parallel Advisors
California
$177K +$38K +3,690 +32%
AT
210
Arden Trust
Delaware
$177K +$62.5K +6,066 +66%
B
211
Bellecapital
Switzerland
$163K -$97.8K -9,500 -40%
SW
212
SVB Wealth
Massachusetts
$163K +$146K +14,135 New
FCCM
213
First City Capital Management
Georgia
$163K +$146K +14,144 New
BCM
214
Blume Capital Management
California
$162K +$12.4K +1,200 +9%
MIS
215
Morningstar Investment Services
Illinois
$161K -$9.05K -879 -6%
CAN
216
Claraphi Advisory Network
United States
$156K -$5.15K -500 -4%
RFC
217
Regions Financial Corp
Alabama
$153K -$15K -1,461 -10%
QCG
218
Quadrant Capital Group
Ohio
$150K -$322K -31,259 -71%
AA
219
Argent Advisors
Louisiana
$148K +$4.27K +415 +3%
GWMIA
220
Global Wealth Management Investment Advisory
Florida
$146K
FP
221
Financial Perspectives
Minnesota
$144K
CFB
222
Cullen/Frost Bankers
Texas
$143K +$123K +11,927 +2,352%
FCI
223
Financial Counselors Inc
Kansas
$142K -$11.1K -1,078 -8%
RJFSA
224
Raymond James Financial Services Advisors
Florida
$141K +$11.7K +1,138 +10%
GT
225
Glenmede Trust
Pennsylvania
$140K -$196K -19,077 -61%