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Fair Isaac

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
476
Institute for Wealth Management
Colorado
$719K -$214K -191 -24%
GI
477
GAMMA Investing
California
$710K +$192K +171 +40%
TVPW
478
Third View Private Wealth
Connecticut
$697K -$309K -276 -32%
ERSOT
479
Employees Retirement System of Texas
Texas
$694K – – –
WAM
480
Weiss Asset Management
Massachusetts
$693K -$16.3M -14,560 -96%
FHC
481
First Heartland Consultants
Missouri
$688K -$22.4K -20 -3%
LCM
482
Landscape Capital Management
New Jersey
$686K +$643K +574 New
CSI
483
Cross Staff Investments
New York
$681K – – –
CGH
484
Crossmark Global Holdings
Texas
$670K -$353K -315 -36%
MGP
485
Metis Global Partners
California
$670K -$447K -399 -42%
BFG
486
Berger Financial Group
Minnesota
$664K -$1.56M -1,397 -72%
ETC
487
Exchange Traded Concepts
Oklahoma
$658K +$550K +491 +818%
BCI
488
Brinker Capital Investments
Pennsylvania
$654K +$87.4K +78 +17%
DWM
489
Diversify Wealth Management
Utah
$648K -$1.75M -1,566 -76%
DAS
490
Diversify Advisory Services
Utah
$648K +$567K +506 New
AG
491
AlTi Global
New York
$637K +$3.36K +3 +0.6%
BIM
492
Bridges Investment Management
Nebraska
$633K +$88.5K +79 +18%
Balyasny Asset Management
493
Balyasny Asset Management
Illinois
$631K +$195K +174 +49%
HWM
494
HB Wealth Management
Georgia
$628K -$16.8K -15 -3%
SO
495
STRS Ohio
Ohio
$619K -$40.3K -36 -6%
CWA
496
Clarity Wealth Advisors
California
$615K +$1.12K +1 +0.2%
GT
497
Greenleaf Trust
Michigan
$611K +$84K +75 +17%
CPCPP
498
Canada Post Corporation Pension Plan
Canada
$609K – – –
PA
499
Parallel Advisors
California
$607K +$118K +105 +26%
MFG
500
Merit Financial Group
Georgia
$593K +$31.4K +28 +6%