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Ferrari

Name Holding Trade Value Shares
Change
Change in
Stake
HAG
376
HighPoint Advisor Group
Illinois
$875K +$41.7K +87 +5%
XT
377
XTX Topco
Cayman Islands
$866K +$855K +1,784 New
KIA
378
Knollwood Investment Advisory
Maryland
$863K -$10.1K -21 -1%
RG
379
Rathbones Group
United Kingdom
$847K +$19.2K +40 +2%
Mercer Global Advisors
380
Mercer Global Advisors
Colorado
$846K -$148K -309 -15%
PCS
381
Personal CFO Solutions
New Jersey
$835K +$19.2K +40 +2%
CGI
382
Comgest Global Investors
France
$831K -$352K -734 -30%
BCV
383
Banque Cantonale Vaudoise
Switzerland
$823K +$6.71K +14 +0.8%
YIH
384
Y-Intercept (HK)
Hong Kong
$820K -$1.63M -3,392 -67%
SGA
385
Strategic Global Advisors
California
$817K +$93K +194 +13%
EPIMS
386
Evelyn Partners Investment Management Services
$812K +$361K +754 +81%
ST
387
Sageworth Trust
Pennsylvania
$811K +$801K +1,672 New
BPWM
388
Badgley Phelps Wealth Managers
Washington
$802K -$5.27K -11 -0.7%
GT
389
Greenleaf Trust
Michigan
$801K +$1.44K +3 +0.2%
SPC
390
Sigma Planning Corp
Michigan
$790K +$781K +1,629 New
UCFA
391
United Capital Financial Advisors
Texas
$786K +$45.5K +95 +6%
AAS
392
Ameritas Advisory Services
Nebraska
$773K +$699K +1,458 +1,072%
SC
393
Syon Capital
California
$763K +$58.9K +123 +8%
PAG
394
Private Advisor Group
New Jersey
$755K -$724K -1,512 -49%
FFM
395
Forum Financial Management
Illinois
$751K +$6.23K +13 +0.8%
FHC
396
First Horizon Corporation
Tennessee
$751K +$741K +1,547 New
IWC
397
Integrated Wealth Concepts
Massachusetts
$749K -$207K -432 -22%
IIM
398
Illumine Investment Management
Washington
$749K
VWM
399
Venturi Wealth Management
Texas
$742K +$958 +2 +0.1%
MFG
400
Merit Financial Group
Georgia
$735K -$5.27K -11 -0.7%