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Fair Isaac

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
426
Lido Advisors
California
$575K -$67.5K -90 -11%
Vontobel Holding
427
Vontobel Holding
Switzerland
$575K +$217K +289 +69%
FHC
428
First Heartland Consultants
Missouri
$569K +$15K +20 +3%
OTL
429
Oak Thistle LLC
New York
$560K +$519K +692 New
CF
430
Cantor Fitzgerald
New York
$559K -$12.7K -17 -2%
MWM
431
Mission Wealth Management
California
$558K +$9.75K +13 +2%
GC
432
Globeflex Capital
California
$553K
IWC
433
Integrated Wealth Concepts
Massachusetts
$550K -$3.75K -5 -0.7%
APWA
434
Atlas Private Wealth Advisors
New Jersey
$545K +$505K +674 New
CA
435
Cetera Advisors
Colorado
$541K +$501K +668 New
BPC
436
Banque Pictet & Cie
Switzerland
$537K -$3.48M -4,645 -87%
Wealthfront Advisers
437
Wealthfront Advisers
California
$535K -$6K -8 -1%
SAM
438
Silvercrest Asset Management
New York
$526K
CCG
439
Cypress Capital Group
Florida
$524K +$485K +647 New
CWM
440
Connecticut Wealth Management
Connecticut
$521K
BFG
441
Bleakley Financial Group
New Jersey
$519K -$6.75K -9 -1%
MFG
442
Magnus Financial Group
New York
$511K
I
443
InceptionR
California
$506K -$748K -998 -61%
Wealth Enhancement Advisory Services
444
Wealth Enhancement Advisory Services
Minnesota
$500K +$463K +618 New
WG
445
Winton Group
United Kingdom
$499K -$2.44M -3,254 -84%
TMAM
446
Tokio Marine Asset Management
Japan
$498K +$29.2K +39 +7%
Polen Capital Management
447
Polen Capital Management
Florida
$496K -$1.45M -1,937 -76%
SCA
448
Summit Creek Advisors
Minnesota
$494K +$750 +1 +0.2%
SW
449
SVB Wealth
Massachusetts
$475K -$97.5K -130 -18%
EAM
450
Erste Asset Management
Austria
$473K