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Ferrari
RACE

Name Holding Trade Value Shares
Change 		Change in
Stake
FFB
501
First Financial Bankshares
Texas
$360K +$341K +733 New
DBRC
502
D.B. Root & Company
Pennsylvania
$359K +$341K +733 New
SF
503
Summit Financial
New Jersey
$351K +$84.1K +181 +34%
WAP
504
Wealthcare Advisory Partners
Pennsylvania
$350K -$16.3K -35 -5%
EWA
505
EverSource Wealth Advisors
Alabama
$344K +$78.1K +168 +32%
LCM
506
Lattice Capital Management
Washington
$344K – – –
EH
507
Equitable Holdings
New York
$341K +$16.7K +36 +5%
HWM
508
HB Wealth Management
Georgia
$340K -$113K -243 -26%
CFG
509
Citizens Financial Group
Rhode Island
$336K -$10.2K -22 -3%
CM
510
Capula Management
Cayman Islands
$336K +$375K +808 New
MWM
511
Moran Wealth Management
Florida
$335K +$70.6K +152 +28%
PP
512
PDS Planning
Ohio
$328K +$19.5K +42 +7%
RBI
513
Raiffeisen Bank International
Austria
$327K – – –
PCP
514
Panoramic Capital Partners
Oregon
$326K +$4.18K +9 +1%
CBT
515
Crews Bank & Trust
Florida
$325K – – –
AWM
516
Avior Wealth Management
Nebraska
$324K -$63.2K -136 -17%
ACA
517
Atlas Capital Advisors
Wyoming
$324K – – –
AWM
518
Axxcess Wealth Management
California
$322K -$35.3K -76 -10%
RCAG
519
Rehmann Capital Advisory Group
Michigan
$322K -$19.5K -42 -6%
CCMW
520
Cypress Capital Management (Wyoming)
Wyoming
$319K – – –
HSA
521
HBK Sorce Advisory
Pennsylvania
$314K +$15.3K +33 +5%
JFG
522
Jefferies Financial Group
New York
$313K -$11.6M -24,977 -97%
SRC
523
Sage Rhino Capital
California
$312K +$6.04K +13 +2%
IC
524
Iconiq Capital
California
$309K -$44.6K -96 -13%
GWMR
525
GC Wealth Management RIA
Massachusetts
$305K -$34.8K -75 -11%
19 20
21
22 23