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Fair Isaac

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
426
Segment Wealth Management
Texas
$1.82M +$124K +66 +7%
FT
427
Fiduciary Trust
Massachusetts
$1.81M +$16.9K +9 +0.9%
IIM
428
Ipswich Investment Management
Massachusetts
$1.8M
CIBC World Market
429
CIBC World Market
Ontario, Canada
$1.8M +$1.85M +985 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
430
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.77M +$1.27M +678 +233%
DWM
431
Diversify Wealth Management
Utah
$1.76M +$319K +170 +15%
QCG
432
Quadrant Capital Group
Ohio
$1.75M -$246K -131 -12%
HCMT
433
Highland Capital Management (Tennessee)
Tennessee
$1.75M -$3.75K -2 -0.2%
AA
434
Altrafin AG
$1.74M +$1.79M +952 New
Mercer Global Advisors
435
Mercer Global Advisors
Colorado
$1.73M -$250K -133 -12%
MWM
436
Meritas Wealth Management
California
$1.71M -$432K -230 -20%
SI
437
Sora Investors
Pennsylvania
$1.7M +$1.74M +929 New
ECM
438
Everence Capital Management
Indiana
$1.68M
TMAM
439
Tokio Marine Asset Management
Japan
$1.68M +$139K +74 +9%
MPPW
440
Mitchell & Pahl Private Wealth
Oklahoma
$1.67M +$43.2K +23 +3%
EAM
441
EFG Asset Management
Oregon
$1.63M -$640K -341 -28%
MMA
442
Miracle Mile Advisors
California
$1.63M -$197K -105 -11%
BS
443
Banco Santander
Spain
$1.61M -$541K -288 -25%
AIM
444
Achmea Investment Management
Netherlands
$1.6M +$135K +72 +9%
PIM
445
Profit Investment Management
Maryland
$1.59M
BDFN
446
Bond & Devick Financial Network
Minnesota
$1.59M
SS
447
Sunbelt Securities
Texas
$1.58M +$9.39K +5 +0.6%
Vontobel Holding
448
Vontobel Holding
Switzerland
$1.57M +$330K +176 +26%
TFA
449
Teamwork Financial Advisors
Texas
$1.56M +$1.61M +855 New
SWP
450
Stratos Wealth Partners
Ohio
$1.55M +$862K +459 +117%