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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
451
Valley Wealth Managers
New Jersey
$253K -$46.8K -89 -17%
F
452
F3Logic
Minnesota
$248K +$218K +415 New
GBS
453
Gallagher Benefit Services
Illinois
$248K +$218K +415 New
GT
454
Greenleaf Trust
Michigan
$248K +$218K +414 New
PAS
455
Park Avenue Securities
New York
$244K +$215K +408 New
GCM
456
Gallacher Capital Management
Colorado
$239K +$210K +400 New
FPCG
457
Fort Pitt Capital Group
Pennsylvania
$238K +$209K +397 New
WAP
458
Wealthcare Advisory Partners
Pennsylvania
$233K +$205K +390 New
FL
459
Fort LP
Maryland
$233K +$205K +389 New
AWM
460
Affinity Wealth Management
Delaware
$232K +$204K +388 New
CAM
461
Claret Asset Management
Quebec, Canada
$229K +$202K +383 New
LNC
462
Lincoln National Corp
Pennsylvania
$227K +$200K +380 New
CAAS
463
Capital Asset Advisory Services
Michigan
$226K -$203K -386 -53%
DF
464
Donoghue Forlines
Massachusetts
$226K -$80.5K -153 -29%
KI
465
Kula Investments
Illinois
$226K +$199K +378 New
ACA
466
Aptus Capital Advisors
Alabama
$212K +$187K +355 New
GWANC
467
Guardian Wealth Advisors (North Carolina)
North Carolina
$212K +$187K +355 New
HFM
468
Harvest Fund Management
China
$212K +$186K +354 New
EIP
469
Ellis Investment Partners
Pennsylvania
$208K – – –
PAG
470
Private Advisor Group
New Jersey
$205K -$176K -335 -40%
PP
471
Pegasus Partners
Wisconsin
$205K -$85.2K -162 -32%
1SB
472
1ST Source Bank
Indiana
$202K +$178K +338 New
FTDI
473
First Trust Direct Indexing
Massachusetts
$202K +$178K +338 New
TIA
474
Tiemann Investment Advisors
California
$196K +$172K +327 New
UB
475
UMB Bank
Missouri
$194K +$22.1K +42 +15%
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