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Ferrari
RACE

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
351
First Horizon Advisors
Tennessee
$671K +$73.6K +190 +14%
ST
352
SAL Trading
Pennsylvania
$654K +$581K +1,500 New
ECM
353
Evergreen Capital Management
Washington
$641K – – –
DADC
354
D.A. Davidson & Co
Montana
$636K -$5.04K -13 -0.9%
BRWA
355
B. Riley Wealth Advisors
Florida
$632K -$108K -280 -12%
FDCDDQ
356
Federation des caisses Desjardins du Quebec
Quebec, Canada
$632K -$5.04K -13 -0.9%
AAM
357
Advisors Asset Management
Colorado
$629K +$12K +31 +2%
BF
358
BOK Financial
Oklahoma
$627K -$10.8K -28 -2%
BP
359
Ballentine Partners
Massachusetts
$624K +$29.8K +77 +6%
FFM
360
Forum Financial Management
Illinois
$612K -$45.3K -117 -8%
GVAG
361
Great Valley Advisor Group
Delaware
$612K -$54.2K -140 -9%
VA
362
Vident Advisory
Georgia
$609K +$77.5K +200 +17%
BPWM
363
Badgley Phelps Wealth Managers
Washington
$609K – – –
PS
364
Principal Securities
Iowa
$607K +$359K +926 +198%
WI
365
Wahed Invest
New York
$603K +$535K +1,382 New
VT
366
Vise Technologies
New York
$594K -$6.97K -18 -1%
PA
367
Parallel Advisors
California
$589K -$32.9K -85 -6%
RC
368
RBO & Co
California
$582K -$8.91K -23 -2%
1WA
369
180 Wealth Advisors
Washington
$578K -$3.49K -9 -0.7%
PCIA
370
Prime Capital Investment Advisors
Kansas
$576K +$56.2K +145 +12%
MFIM
371
Mesirow Financial Investment Management
Illinois
$566K +$15.1K +39 +3%
GS
372
GTS Securities
Florida
$563K -$246K -635 -33%
MF
373
Montis Financial
Massachusetts
$561K – – –
ACA
374
Atlas Capital Advisors
Wyoming
$556K -$25.2K -65 -5%
WA
375
Wealth Alliance
New York
$555K +$168K +434 +52%
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15
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