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Ferrari

Name Holding Trade Value Shares
Change
Change in
Stake
LFM
351
LGT Fund Management
Liechtenstein
$788K – – –
CIA
352
Concurrent Investment Advisors
Florida
$779K +$33.4K +96 +5%
SC
353
SummitTX Capital
Texas
$775K -$824K -2,368 -53%
FFA
354
Farther Finance Advisors
California
$768K -$1.74K -5 -0.2%
AI
355
Atria Investments
North Carolina
$768K -$202K -582 -22%
GPFA
356
Game Plan Financial Advisors
Ohio
$745K – – –
NSG
357
Nalls Sherbakoff Group
Tennessee
$745K – – –
QI
358
Qtron Investments
Massachusetts
$737K -$429K -1,232 -38%
SVWAG
359
Sound View Wealth Advisors Group
Georgia
$731K -$2.09K -6 -0.3%
BAMCO Inc
360
BAMCO Inc
New York
$729K +$158K +455 +30%
VWM
361
Venturi Wealth Management
Texas
$714K +$374K +1,076 +128%
BPMC
362
Buckland Partners Management Co
New York
$707K – – –
Thrivent Financial for Lutherans
363
Thrivent Financial for Lutherans
Minnesota
$699K +$6.96K +20 +1%
EC
364
Enhancing Capital
Pennsylvania
$681K – – –
PA
365
Procyon Advisors
Connecticut
$673K +$61.9K +178 +11%
PSP
366
Principal Street Partners
Tennessee
$671K +$1.04K +3 +0.2%
CC
367
Centiva Capital
New York
$654K +$351K +1,008 +135%
BWA
368
Basecamp Wealth Advisors
Washington
$650K – – –
QCM
369
QRG Capital Management
Illinois
$645K +$29.6K +85 +5%
IWC
370
Integrated Wealth Concepts
Massachusetts
$635K -$78.3K -225 -12%
CWA
371
Crusonia Wealth Advisors
Colorado
$634K +$5.57K +16 +0.9%
AG
372
AlTi Global
New York
$629K +$590K +1,695 New
CI
373
Corient IA
Florida
$618K -$306K -880 -35%
BPCE
374
Bank Pictet & Cie (Europe)
Germany
$612K -$1.07M -3,067 -65%
BPWM
375
Badgley Phelps Wealth Managers
Washington
$609K -$1.74K -5 -0.3%