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UBS Group
UBS

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
476
Seven Mile Advisory
New Jersey
$263K +$13K +303 +5%
EWA
477
EP Wealth Advisors
California
$254K -$256K -5,992 -48%
CWM
478
Centurion Wealth Management
Virginia
$254K – – –
WANY
479
Wealthspire Advisors (New York)
New York
$253K -$385K -9,005 -58%
FCCM
480
First City Capital Management
Georgia
$253K -$214 -5 -0.1%
CFA
481
Collaborative Fund Advisors
Nevada
$252K +$276K +6,441 New
SS
482
SBI Securities
Japan
$250K +$5.09K +119 +2%
SB
483
Simmons Bank
Arkansas
$250K -$92.8K -2,168 -25%
AWM
484
Athena Wealth Management
Nevada
$245K +$268K +6,264 New
HH
485
Hilltop Holdings
Texas
$245K -$134K -3,130 -33%
AWM
486
Angeles Wealth Management
California
$244K +$267K +6,241 New
SIA
487
Soltis Investment Advisors
Utah
$243K +$9.67K +226 +4%
GGA
488
Granite Group Advisors
Connecticut
$242K – – –
S
489
Sunpointe
Missouri
$240K -$856 -20 -0.3%
PCIA
490
Prime Capital Investment Advisors
Kansas
$236K +$7.32K +171 +3%
GWS
491
Greykasell Wealth Strategies
California
$236K – – –
GAM
492
Gotham Asset Management
New York
$235K -$5.99K -140 -2%
IIC
493
Integrated Investment Consultants
Michigan
$234K – – –
1C
494
111 Capital
France
$231K +$258K +6,018 New
OFS
495
OneAscent Financial Services
Alabama
$228K +$250K +5,838 New
SCM
496
SCS Capital Management
Massachusetts
$228K – – –
IF
497
Integrity Financial
Wyoming
$221K +$242K +5,655 New
APM
498
a16z Perennial Management
California
$221K -$21.9K -511 -8%
AA
499
Aire Advisors
California
$221K +$1.24K +29 +0.5%
PBT
500
Pictet Bank & Trust
Bahamas
$220K – – –
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