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Ferrari
RACE

Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
426
Journey Strategic Wealth
New Jersey
$382K +$339K +876 New
LFAS
427
Level Four Advisory Services
Texas
$381K +$13.9K +36 +3%
WAG
428
Wiser Advisor Group
Arizona
$380K +$24K +62 +8%
PA
429
Procyon Advisors
Connecticut
$379K +$79K +204 +31%
RFC
430
Regions Financial Corp
Alabama
$376K -$2.32K -6 -0.7%
AAP
431
Arax Advisory Partners
Colorado
$371K -$1.16K -3 -0.4%
BG
432
Bahl & Gaynor
Ohio
$371K – – –
TRCT
433
Tower Research Capital (TRC)
New York
$370K +$190K +490 +136%
TIM
434
Tevis Investment Management
Texas
$362K +$4.26K +11 +1%
OWA
435
Outlook Wealth Advisors
Texas
$355K +$64.7K +167 +26%
LIM
436
Letson Investment Management
Georgia
$354K – – –
GWMR
437
GC Wealth Management RIA
Massachusetts
$352K +$313K +807 New
EWM
438
Empirical Wealth Management
Washington
$350K – – –
CCM
439
Chilton Capital Management
Texas
$349K – – –
AI
440
AdvisorShares Investments
Maryland
$349K +$310K +800 New
AFG
441
Atomi Financial Group
New York
$347K +$34.1K +88 +12%
HSA
442
HBK Sorce Advisory
Pennsylvania
$344K +$47.3K +122 +18%
CG
443
Caprock Group
Idaho
$335K +$3.1K +8 +1%
LSPW
444
Lake Street Private Wealth
Illinois
$333K -$18.2K -47 -6%
FCBT
445
First Citizens Bank & Trust
North Carolina
$332K +$295K +762 New
AWS
446
Atria Wealth Solutions
New York
$331K -$265K -683 -47%
NIM
447
NEOS Investment Management
Connecticut
$331K – – –
HFW
448
Horizon Family Wealth
Illinois
$329K +$17.4K +45 +6%
DDPIC
449
Deroy & Devereaux Private Investment Counsel
Michigan
$327K -$96.8K -250 -25%
DWM
450
Drive Wealth Management
Utah
$324K +$17K +44 +6%
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