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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
YL
376
YCG LLC
Texas
$359K – – –
FNWM
377
Financial Network Wealth Management
Utah
$350K – – –
OTL
378
Oak Thistle LLC
New York
$350K +$354K +750 New
JCM
379
J2 Capital Management
Michigan
$348K +$5.19K +11 +1%
EWA
380
EverSource Wealth Advisors
Alabama
$348K +$187K +396 +113%
RIM
381
Redpoint Investment Management
Australia
$346K +$350K +742 New
DT
382
Diversified Trust
Tennessee
$345K -$113K -240 -24%
AA
383
ALPS Advisors
Colorado
$341K -$52.4K -111 -13%
FHC
384
First Heartland Consultants
Missouri
$337K +$14.2K +30 +4%
HFS
385
Hantz Financial Services
Michigan
$333K +$215K +456 +177%
DGAM
386
Desjardins Global Asset Management
Quebec, Canada
$332K +$8.03K +17 +2%
FL
387
Fort LP
Maryland
$328K +$76.5K +162 +30%
WFA
388
WestHill Financial Advisors
California
$324K – – –
PAG
389
Private Advisor Group
New Jersey
$324K +$328K +694 New
IFWM
390
Institute for Wealth Management
Colorado
$322K +$15.6K +33 +5%
AP
391
Advisor Partners
California
$322K +$326K +690 New
MWM
392
Mission Wealth Management
California
$315K – – –
VWM
393
Valley Wealth Managers
New Jersey
$315K +$23.1K +49 +8%
BFA
394
BMS Financial Advisors
South Dakota
$315K +$29.7K +63 +10%
PP
395
Pegasus Partners
Wisconsin
$314K -$145K -307 -31%
FCBT
396
First Citizens Bank & Trust
North Carolina
$314K +$5.19K +11 +2%
SAM
397
Silvercrest Asset Management
New York
$303K – – –
OPPTF
398
OPSEU Pension Plan Trust Fund
Ontario, Canada
$303K +$7.08K +15 +2%
IFS
399
Ifrah Financial Services
Arkansas
$300K -$472 -1 -0.2%
HIA
400
Harbor Investment Advisory
Maryland
$296K +$11.3K +24 +4%
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