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Ferrari

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
326
Baldrige Asset Management
Pennsylvania
$21K +$20.9K +100 New
PMFA
327
Plante Moran Financial Advisors
Michigan
$21K +$20.9K +100 New
GEA
328
Glen Eagle Advisors
New Jersey
$20.6K
GWS
329
Glassman Wealth Services
Virginia
$20K +$3.75K +18 +23%
BDWM
330
Brewin Dolphin Wealth Management
Ireland
$18.5K
AWA
331
Arkadios Wealth Advisors
Georgia
$18K +$6.05K +29 +49%
EL
332
EMFO LLC
Florida
$16K +$16.7K +80 New
FHC
333
First Horizon Corporation
Tennessee
$15K
BWP
334
Baldwin Wealth Partners
Massachusetts
$15K +$5.42K +26 +53%
PWMG
335
Prestige Wealth Management Group
New Jersey
$14K
IFAM
336
Institutional & Family Asset Management
Colorado
$13K -$26.3K -126 -67%
BFC
337
Bedel Financial Consulting
Indiana
$13K
First Manhattan
338
First Manhattan
New York
$13K
NSB
339
Norway Savings Bank
Maine
$13K
SIS
340
Sound Income Strategies
Florida
$13K
TLCM
341
Twin Lakes Capital Management
California
$13K
LWCFA
342
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K +$12.7K +61 New
BMD
343
Better Money Decisions
New Mexico
$12K
SIM
344
Sonora Investment Management
Arizona
$12K
WP
345
WealthShield Partners
North Carolina
$12K +$5.63K +27 +90%
PGWM
346
Parisi Gray Wealth Management
New Jersey
$12K +$12.5K +60 New
NFSG
347
Newbridge Financial Services Group
Florida
$11K
RFA
348
Reilly Financial Advisors
California
$11K
CB
349
CNB Bank
Pennsylvania
$10K
GLLW
350
Graves Light Lenhart Wealth
Virginia
$10K