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Ferrari

Name Holding Trade Value Shares
Change
Change in
Stake
CM
201
Castleark Management
Illinois
$152K
LWM
202
Lenox Wealth Management
Ohio
$151K +$776K +6,398 New
SIAS
203
Shine Investment Advisory Services
Colorado
$133K
FGC
204
Financial Gravity Companies
Texas
$131K +$20K +165 +19%
FGAM
205
Financial Gravity Asset Management
Texas
$131K +$125K +1,033 New
PA
206
Parallel Advisors
California
$128K
MA
207
MUFG Americas
New York
$121K
IA
208
IFP Advisors
Florida
$119K
GT
209
Glenmede Trust
Pennsylvania
$118K
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$115K +$40.1K +331 +51%
FANJ
211
Financial Architects (New Jersey)
New Jersey
$109K -$4.37K -36 -4%
BlackRock
212
BlackRock
New York
$107K +$24.6K +203 +30%
S
213
SignatureFD
Georgia
$86K +$86.6K +714 New
RFC
214
Regions Financial Corp
Alabama
$72K
CCMW
215
Cypress Capital Management (Wyoming)
Wyoming
$66K +$12.1K +100 +22%
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$62K -$86.6K -714 -58%
QAM
217
QCI Asset Management
New York
$60K
SNT
218
Security National Trust
West Virginia
$60K
SIAP
219
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$60K +$60.6K +500 New
CFA
220
Carroll Financial Associates
North Carolina
$56K
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$52K +$23.8K +196 +84%
BG
222
Bollard Group
Massachusetts
$48K
MOS
223
MGO One Seven
Ohio
$41K
WAM
224
Wealthspire Advisors (Maryland)
Maryland
$41K
EA
225
Edge Advisors
Georgia
$40K