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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
TCBWMS
467
Texas Capital Bank Wealth Management Services
Texas
$217K +$205K +5,281 New
AGC
468
Aspen Grove Capital
Colorado
$216K -$29.2K -752 -13%
RA
469
Riversedge Advisors
Delaware
$215K +$204K +5,252 New
OC
470
Oppenheimer & Co
New York
$214K -$53.1K -1,366 -21%
MOS
471
MGO One Seven
Ohio
$214K +$203K +5,225 New
NPT
472
National Philanthropic Trust
Pennsylvania
$214K +$202K +5,214 New
SIA
473
Soltis Investment Advisors
Utah
$213K +$202K +5,204 New
BMWM
474
Brown Miller Wealth Management
Virginia
$212K -$30.3K -780 -13%
WF
475
Welch & Forbes
Massachusetts
$205K +$194K +5,008 New