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Ferrari

Name Holding Trade Value Shares
Change
Change in
Stake
BPB
226
Badgley, Phelps & Bell
Washington
$394K
USGIU
227
U.S. Global Investors (USGI)
Texas
$390K +$347K +1,700 New
CCM
228
Coldstream Capital Management
Washington
$362K -$61.4K -301 -16%
BWA
229
BDO Wealth Advisors
Florida
$356K -$70.4K -345 -18%
ECAM
230
East Coast Asset Management
Massachusetts
$356K
FPS
231
Fieldpoint Private Securities
Connecticut
$352K +$30.4K +149 +11%
RA
232
Rational Advisors
New York
$344K +$306K +1,500 New
AO
233
Advisor OS
Illinois
$343K +$40.8K +200 +15%
HC
234
Henshaw Capital
Massachusetts
$320K
Thrivent Financial for Lutherans
235
Thrivent Financial for Lutherans
Minnesota
$319K +$284K +1,391 New
GAG
236
GM Advisory Group
New York
$317K
AP
237
Advisor Partners
California
$317K +$28.4K +139 +11%
RC
238
RBO & Co
California
$315K +$280K +1,374 New
LA
239
LVW Advisors
New York
$310K
PTP
240
Platform Technology Partners
New York
$304K +$24.7K +121 +10%
QC
241
QCM Cayman
Texas
$299K +$265K +1,301 New
Mackenzie Financial
242
Mackenzie Financial
Ontario, Canada
$296K +$37.1K +182 +17%
UCFA
243
United Capital Financial Advisors
Texas
$293K -$3.5M -17,152 -93%
BAS
244
Brown Advisory Securities
Maryland
$287K
MSFS
245
Main Street Financial Solutions
Pennsylvania
$276K +$245K +1,201 New
SG Americas Securities
246
SG Americas Securities
New York
$269K -$89.2K -437 -27%
EVM
247
Eaton Vance Management
Massachusetts
$268K +$204 +1 +0.1%
MF
248
Montis Financial
Massachusetts
$267K +$263K +1,288 New
Verition Fund Management
249
Verition Fund Management
Connecticut
$264K +$235K +1,150 New
ZB
250
Zions Bancorporation
Utah
$262K -$205K -1,005 -47%