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Ferrari

Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
301
Laurel Wealth Advisors (California)
California
$245K -$136K -685 -34%
PWM
302
Perigon Wealth Management
California
$239K -$18.9K -95 -7%
WT
303
Whittier Trust
California
$237K +$78.8K +396 +44%
MF
304
Montis Financial
Massachusetts
$236K
IGWM
305
ICA Group Wealth Management
Colorado
$228K +$4.18K +21 +2%
QPWM
306
Quadrant Private Wealth Management
Pennsylvania
$227K +$246K +1,238 New
CWS
307
Confluence Wealth Services
Pennsylvania
$219K +$203K +1,019 New
JE
308
JMAC Enterprises
Pennsylvania
$214K
Cerity Partners
309
Cerity Partners
New York
$211K +$229K +1,153 New
KeyBank National Association
310
KeyBank National Association
Ohio
$202K -$19.5K -98 -8%
PSF
311
Pacific Sun Financial
California
$201K +$597 +3 +0.3%
BFWA
312
Benchmark Financial Wealth Advisors
Florida
$201K +$218K +1,093 New
CFB
313
Cullen/Frost Bankers
Texas
$188K
SC
314
Sierra Capital
Florida
$179K -$9.55K -48 -5%
IA
315
IFP Advisors
Florida
$169K
ACM
316
Aquatic Capital Management
Illinois
$165K +$179K +900 New
SWM
317
SeaCrest Wealth Management
New York
$160K +$173K +870 New
CCM
318
Chilton Capital Management
Texas
$147K +$159K +800 New
CCMW
319
Cypress Capital Management (Wyoming)
Wyoming
$119K -$79.6K -400 -38%
WI
320
Wahed Invest
New York
$114K +$123K +620 New
LC
321
Lindbrook Capital
California
$99K +$5.57K +28 +5%
AP
322
Arlington Partners
Alabama
$98K
AAP
323
Arax Advisory Partners
Colorado
$85K -$27.1K -136 -23%
VVP
324
Venture Visionary Partners
Ohio
$69.2K +$75K +377 New
UWM
325
Urban Wealth Management
California
$63K +$68.5K +344 New