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Ferrari

Name Holding Trade Value Shares
Change
Change in
Stake
BL
151
Balentine LLC
Georgia
$9K – – –
CAW
152
Cornerstone Advisors (Washington)
Washington
$9K – – –
WC
153
Whitnell & Co
Illinois
$8K +$4.89K +105 +214%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$8K +$7.45K +160 New
IWMPD
155
Integrated Wealth Management (Palm Desert)
California
$6K – – –
ZB
156
Zions Bancorporation
Utah
$6K +$1.35K +29 +29%
BFEC
157
Benjamin F. Edwards & Company
Missouri
$5K – – –
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$5K – – –
GWM
159
Geneos Wealth Management
Colorado
$5K – – –
KT
160
Kanaly Trust
Texas
$5K – – –
QAM
161
QCI Asset Management
New York
$5K – – –
RFA
162
Reilly Financial Advisors
California
$5K – – –
MFS
163
MSI Financial Services
Massachusetts
$4K -$1.96K -42 -37%
GBBWRPM
164
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2K – – –
PCP
165
Proficio Capital Partners
Massachusetts
$2K – – –
FWM
166
Focused Wealth Management
New York
$2K +$466 +10 +40%
TCOV
167
Trust Company of Vermont
Vermont
$2K +$1.63K +35 New
SEI Investments
168
SEI Investments
Pennsylvania
$2K +$2.24K +48 New
AIM
169
Advantage Investment Management
Iowa
$1K – – –
ASN
170
Advisory Services Network
Georgia
$1K – – –
CTC
171
Central Trust Company
Missouri
$1K – – –
First Manhattan
172
First Manhattan
New York
$1K – – –
TWA
173
TCI Wealth Advisors
Arizona
$1K – – –
WA
174
WFG Advisors
Texas
$1K – – –
JP
175
Jana Partners
New York
– -$67.5M -1,650,478 Closed