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UBS Group

Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
451
Prime Capital Investment Advisors
Kansas
$244K +$231K +5,955 New
Balyasny Asset Management
452
Balyasny Asset Management
Illinois
$244K +$231K +5,947 New
WIA
453
World Investment Advisors
California
$244K +$231K +5,940 New
SSC
454
Syverson Strege & Co
Iowa
$241K -$39.3K -1,013 -15%
SCM
455
SCS Capital Management
Massachusetts
$239K +$226K +5,831 New
KWM
456
Keebeck Wealth Management
Illinois
$237K +$224K +5,776 New
PBT
457
Pictet Bank & Trust
Bahamas
$235K +$224K +5,758 New
FCA
458
FLC Capital Advisors
California
$233K +$221K +5,693 New
MPWT
459
MassMutual Private Wealth & Trust
Connecticut
$232K +$15.9K +410 +8%
APM
460
a16z Perennial Management
California
$232K +$219K +5,648 New
WANY
461
Wealthspire Advisors (New York)
New York
$232K -$22.7K -585 -9%
AA
462
Aire Advisors
California
$230K +$218K +5,617 New
GRP
463
Global Retirement Partners
California
$229K +$26.8K +691 +14%
JCM
464
Janney Capital Management
Pennsylvania
$229K -$23.3K -600 -10%
GEA
465
Glen Eagle Advisors
New Jersey
$219K – – –
CVM
466
Cheviot Value Management
California
$218K – – –
OFS
467
OneAscent Financial Services
Alabama
$217K -$72.5K -1,868 -26%
TCBWMS
468
Texas Capital Bank Wealth Management Services
Texas
$217K +$205K +5,281 New
AGC
469
Aspen Grove Capital
Colorado
$216K -$29.2K -752 -13%
RA
470
Riversedge Advisors
Delaware
$215K +$204K +5,252 New
OC
471
Oppenheimer & Co
New York
$214K -$53.1K -1,366 -21%
MOS
472
MGO One Seven
Ohio
$214K +$203K +5,225 New
NPT
473
National Philanthropic Trust
Pennsylvania
$214K +$202K +5,214 New
SIA
474
Soltis Investment Advisors
Utah
$213K +$202K +5,204 New
BMWM
475
Brown Miller Wealth Management
Virginia
$212K -$30.3K -780 -13%