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Ferrari
RACE

Name Holding Trade Value Shares
Change 		Change in
Stake
HFW
576
Horizon Family Wealth
Illinois
$231K +$1.39K +3 +0.6%
WI
577
Westbourne Investments
Virginia
$231K – – –
IFG
578
Independent Financial Group
California
$230K +$219K +471 New
IWM
579
IHT Wealth Management
Illinois
$230K -$64.6K -139 -23%
NIM
580
NEOS Investment Management
Connecticut
$230K – – –
TE
581
Tema ETFs
New York
$230K +$218K +469 New
VSQM
582
V-Square Quantitative Management
Illinois
$230K +$217K +468 New
SAM
583
Smartleaf Asset Management
Massachusetts
$229K -$30.2K -65 -12%
HI
584
Harbour Investments
Wisconsin
$229K +$22.8K +49 +12%
FOA
585
Five Oceans Advisors
California
$229K +$217K +466 New
SFC
586
SYM Financial Corp
Indiana
$228K +$216K +465 New
ASN
587
Advisory Services Network
Georgia
$228K +$239K +514 New
AIM
588
Advyzon Investment Management
Illinois
$227K -$43.7K -94 -17%
MCCA
589
Mill Creek Capital Advisors
Pennsylvania
$226K -$20.4K -44 -9%
PTCG
590
Pring Turner Capital Group
California
$225K +$213K +458 New
AFA
591
American Financial Advisors
Georgia
$223K +$211K +455 New
EFS
592
Essex Financial Services
Connecticut
$223K +$211K +454 New
PWAM
593
Private Wealth Asset Management
Iowa
$222K – – –
DT
594
Diversified Trust
Tennessee
$221K -$35.3K -76 -14%
IHL
595
Investment House LLC
California
$220K -$2.69M -5,796 -93%
CGL
596
Clarius Group LLC
Washington
$219K +$208K +447 New
AAM
597
Advisors Asset Management
Colorado
$218K +$49.7K +107 +32%
PA
598
Procyon Advisors
Connecticut
$218K -$208K -448 -50%
GGA
599
Granite Group Advisors
Connecticut
$217K -$156K -335 -43%
BJL
600
Brighton Jones LLC
Washington
$214K +$203K +436 New
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