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Ferrari

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
501
HBK Sorce Advisory
Pennsylvania
$284K -$24.7K -55 -8%
PWG
502
Portside Wealth Group
Utah
$283K +$33.2K +74 +14%
Carson Wealth (CWM LLC)
503
Carson Wealth (CWM LLC)
Nebraska
$283K -$897 -2 -0.3%
AWM
504
Axxcess Wealth Management
California
$283K +$45.3K +101 +20%
PPWP
505
Premier Path Wealth Partners
New Jersey
$277K
SS
506
Sunbelt Securities
Texas
$277K +$94.6K +211 +56%
NP
507
NorthRock Partners
Minnesota
$275K -$448 -1 -0.2%
BFO
508
Boston Family Office
Massachusetts
$274K -$22.4K -50 -8%
NG
509
Norden Group
Utah
$272K +$260K +579 New
PBC
510
Pavion Blue Capital
California
$271K
CWM
511
Circle Wealth Management
New Jersey
$270K
LC
512
Lindbrook Capital
California
$269K +$35K +78 +16%
QCM
513
QRG Capital Management
Illinois
$267K +$255K +569 New
CFG
514
Citizens Financial Group
Rhode Island
$266K +$2.69K +6 +1%
PP
515
PDS Planning
Ohio
$264K -$84.8K -189 -25%
SW
516
SteelPeak Wealth
California
$260K +$8.97K +20 +4%
PFS
517
Prospera Financial Services
Texas
$257K +$245K +546 New
AAM
518
Aureus Asset Management
Massachusetts
$253K -$10.3K -23 -4%
BB
519
Busey Bank
Illinois
$253K
SAM
520
Strategy Asset Managers
California
$252K +$240K +535 New
LCGC
521
Legacy Capital Group California
California
$249K +$4.04K +9 +2%
MC
522
Marest Capital
California
$248K -$4.48K -10 -2%
CIM
523
Contravisory Investment Management
Massachusetts
$248K +$4.04K +9 +2%
OFS
524
OneAscent Financial Services
Alabama
$247K +$1.79K +4 +0.8%
HFA
525
Harbert Fund Advisors
Alabama
$247K -$325K -725 -58%