We are live on ! Find out more
UVSP icon

Univest Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
151
Bessemer Group
New Jersey
$11K -$7.61K -257 -40%
WA
152
WPG Advisers
Maryland
$8.48K +$4.56K +154 +106%
MPWT
153
MassMutual Private Wealth & Trust
Connecticut
$5.9K +$799 +27 +15%
AF
154
Allworth Financial
California
$5.38K -$1.63K -55 -23%
CMBA
155
C.M. Bidwell & Associates
Hawaii
$4.76K
FHA
156
First Horizon Advisors
Tennessee
$4.74K
HCA
157
Harbor Capital Advisors
Illinois
$4K -$3.61K -122 -48%
GEA
158
Glen Eagle Advisors
New Jersey
$3.52K
Federated Hermes
159
Federated Hermes
Pennsylvania
$2.5K +$2.6K +88 New
WA
160
Whipplewood Advisors
Colorado
$2.47K +$5.45K +184 +211%
CSPIA
161
Cary Street Partners Investment Advisory
Virginia
$1.99K +$473 +16 +30%
PTC
162
Private Trust Company
Ohio
$1.76K +$1.83K +62 New
EWA
163
EverSource Wealth Advisors
Alabama
$1.67K +$296 +10 +20%
RIL
164
Rothschild Investment LLC
Illinois
$1.56K +$592 +20 +57%
MCM
165
MAI Capital Management
Ohio
$993 +$444 +15 +75%
RWM
166
Raffa Wealth Management
District of Columbia
$936
VCM
167
Versant Capital Management
Arizona
$936
HI
168
Harbour Investments
Wisconsin
$766
PFBT
169
Parkside Financial Bank & Trust
Missouri
$568 +$592 +20 New
HNB
170
Huntington National Bank
Ohio
$510
SC
171
Stephens Consulting
Michigan
$426 +$444 +15 New
PS
172
Principal Securities
Iowa
$413
FFA
173
Farther Finance Advisors
California
$373
IA
174
IFP Advisors
Florida
$369
TWD
175
True Wealth Design
Ohio
$312 +$326 +11 New