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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
476
International Assets Investment Management
Florida
$255K +$241K +363 New
PA
477
Profund Advisors
Maryland
$252K -$403K -606 -63%
GCM
478
Gallacher Capital Management
Colorado
$250K -$29.3K -44 -11%
HFM
479
Harvest Fund Management
China
$249K – – –
EIP
480
Ellis Investment Partners
Pennsylvania
$245K – – –
WAP
481
Wealthcare Advisory Partners
Pennsylvania
$239K -$33.3K -50 -13%
1SB
482
1ST Source Bank
Indiana
$238K – – –
TIA
483
Tiemann Investment Advisors
California
$237K +$6.65K +10 +3%
FTDI
484
First Trust Direct Indexing
Massachusetts
$235K -$2.66K -4 -1%
YIA
485
YHB Investment Advisors
Connecticut
$235K +$222K +334 New
DF
486
Donoghue Forlines
Massachusetts
$234K -$29.9K -45 -12%
AWM
487
AE Wealth Management
Kansas
$234K +$222K +333 New
AUB
488
Atlantic Union Bankshares
Virginia
$232K +$220K +330 New
BFA
489
Beaumont Financial Advisors
Massachusetts
$231K +$219K +329 New
HI
490
Harrington Investments
California
$230K +$218K +328 New
EFSCE
491
Enterprise Financial Services Corp (EFSC)
Missouri
$228K +$216K +324 New
BRWA
492
B. Riley Wealth Advisors
Florida
$226K +$214K +321 New
CAAS
493
Capital Asset Advisory Services
Michigan
$225K -$13.3K -20 -6%
AWM
494
Alterna Wealth Management
Texas
$224K -$107K -161 -34%
KAS
495
Kestra Advisory Services
Texas
$217K -$280K -421 -58%
ACM
496
Acrisure Capital Management
Texas
$217K +$206K +309 New
FL
497
Fort LP
Maryland
$216K -$53.9K -81 -21%
AWM
498
Axxcess Wealth Management
California
$216K +$205K +308 New
FMAEN1
499
Fund Management at Engine No 1
California
$214K +$203K +305 New
HIM
500
Hanlon Investment Management
New Jersey
$213K +$202K +303 New
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