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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
451
Columbia Asset Management
Michigan
$321K – – –
EW
452
Evoke Wealth
California
$318K +$79.5K +1,968 +40%
FLPIM
453
F.L. Putnam Investment Management
Massachusetts
$317K -$16.4K -406 -6%
AWM
454
Avior Wealth Management
Nebraska
$306K -$2.83K -70 -1%
CWM
455
Centurion Wealth Management
Virginia
$301K – – –
GA
456
Greenspring Advisors
Maryland
$301K +$262K +6,496 New
FCCM
457
First City Capital Management
Georgia
$300K – – –
SMA
458
Seven Mile Advisory
New Jersey
$298K -$20.2K -500 -7%
SS
459
SBI Securities
Japan
$291K -$26.4K -653 -9%
SGI
460
Summit Global Investments
Utah
$290K -$71.7K -1,775 -22%
KWM
461
Keebeck Wealth Management
Illinois
$289K +$18.4K +456 +8%
OIA
462
Oakmont Investment Advisors
Pennsylvania
$287K +$250K +6,190 New
S
463
Sunpointe
Missouri
$285K – – –
GAM
464
Gotham Asset Management
New York
$285K +$249K +6,161 New
APM
465
a16z Perennial Management
California
$285K +$20.6K +511 +9%
CAM
466
Cozad Asset Management
Illinois
$284K – – –
GGA
467
Granite Group Advisors
Connecticut
$283K -$13.5K -333 -5%
GWS
468
Greykasell Wealth Strategies
California
$280K – – –
SIA
469
Soltis Investment Advisors
Utah
$277K +$31.7K +784 +15%
JCM
470
Janney Capital Management
Pennsylvania
$277K +$16K +397 +7%
IIC
471
Integrated Investment Consultants
Michigan
$277K – – –
PCIA
472
Prime Capital Investment Advisors
Kansas
$272K -$3.19K -79 -1%
SCM
473
SCS Capital Management
Massachusetts
$270K – – –
PBT
474
Pictet Bank & Trust
Bahamas
$269K – – –
SSC
475
Syverson Strege & Co
Iowa
$266K -$5.54K -137 -2%
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