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Fair Isaac

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
451
Cypress Capital Group
Florida
$822K -$80.1K -62 -10%
GH
452
GAM Holding
Switzerland
$820K +$712K +551 New
CAPTRUST Financial Advisors
453
CAPTRUST Financial Advisors
North Carolina
$817K +$159K +123 +29%
BCV
454
Banque Cantonale Vaudoise
Switzerland
$816K -$1.31M -1,017 -65%
S
455
SignatureFD
Georgia
$816K +$25.8K +20 +4%
CG
456
Cynosure Group
Utah
$805K +$32.3K +25 +5%
WP
457
Westmount Partners
California
$801K +$1.29K +1 +0.2%
PAG
458
Private Advisor Group
New Jersey
$796K +$160K +124 +30%
WG
459
Winton Group
United Kingdom
$792K -$121K -94 -15%
VSQM
460
V-Square Quantitative Management
Illinois
$790K -$80.1K -62 -10%
PA
461
Profund Advisors
Maryland
$780K +$38.8K +30 +6%
CWP
462
Cyndeo Wealth Partners
Florida
$774K -$7.75K -6 -1%
PAS
463
Park Avenue Securities
New York
$768K -$257K -199 -28%
CWM
464
Connecticut Wealth Management
Connecticut
$765K -$120K -93 -15%
MIF
465
Mediolanum International Funds
Ireland
$761K -$2.96M -2,287 -81%
JSW
466
Journey Strategic Wealth
New Jersey
$761K +$42.7K +33 +7%
WWP
467
WR Wealth Planners
Missouri
$756K +$27.1K +21 +4%
1832 Asset Management
468
1832 Asset Management
Ontario, Canada
$747K +$6.46K +5 +1%
CCP
469
Clarkston Capital Partners
Michigan
$744K
GAA
470
Global Assets Advisory
Florida
$744K +$646K +500 New
GA
471
Gateway Advisory
New Jersey
$741K +$38.8K +30 +6%
CAGAS
472
Capital Advisory Group Advisory Services
Minnesota
$734K
CIM
473
Contravisory Investment Management
Massachusetts
$721K -$2.58K -2 -0.4%
HIM
474
Hanlon Investment Management
New Jersey
$718K +$60.7K +47 +11%
LA
475
LVW Advisors
New York
$715K +$58.2K +45 +10%