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Ferrari
RACE

Name Holding Trade Value Shares
Change 		Change in
Stake
COI
376
Connable Office Inc
Michigan
$903K -$880K -1,894 -51%
DWM
377
Dakota Wealth Management
Florida
$892K -$380K -818 -31%
KIA
378
Knollwood Investment Advisory
Maryland
$883K – – –
GKWIM
379
Gerber Kawasaki Wealth & Investment Management
California
$879K -$62.3K -134 -7%
EC
380
Enhancing Capital
Pennsylvania
$874K -$465 -1 -0.1%
MGWM
381
Marks Group Wealth Management
Minnesota
$850K +$32.1K +69 +4%
HAG
382
HighPoint Advisor Group
Illinois
$843K +$267K +574 +50%
RG
383
Rathbones Group
United Kingdom
$837K +$792K +1,705 New
MGCM
384
Mane Global Capital Management
New York
$827K – – –
PCS
385
Personal CFO Solutions
New Jersey
$825K -$535K -1,151 -41%
BCV
386
Banque Cantonale Vaudoise
Switzerland
$824K +$2.79K +6 +0.4%
RA
387
Ransom Advisory
Rhode Island
$822K -$69.7K -150 -8%
BPWM
388
Badgley Phelps Wealth Managers
Washington
$816K +$5.11K +11 +0.7%
GT
389
Greenleaf Trust
Michigan
$809K -$465 -1 -0.1%
GLA
390
Good Life Advisors
Pennsylvania
$788K +$24.2K +52 +3%
BP
391
Ballentine Partners
Massachusetts
$764K -$37.2K -80 -5%
IIM
392
Illumine Investment Management
Washington
$758K – – –
FFM
393
Forum Financial Management
Illinois
$753K +$59.9K +129 +9%
VWM
394
Venturi Wealth Management
Texas
$749K -$205K -441 -22%
MFG
395
Merit Financial Group
Georgia
$748K +$148K +318 +26%
UCFA
396
United Capital Financial Advisors
Texas
$748K -$30.2K -65 -4%
GFG
397
Greenberg Financial Group
Arizona
$748K -$53.9K -116 -5%
QL
398
Quarry LP
New York
$746K +$56.7K +122 +9%
DWT
399
Dorsey & Whitney Trust
South Dakota
$734K -$20.4K -44 -3%
DC
400
Diametric Capital
Massachusetts
$734K – – –
14 15
16
17 18