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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
WEG
476
World Equity Group
Illinois
$262K +$7.43M +11,167 New
IAIM
477
International Assets Investment Management
Florida
$255K +$241K +363 New
PA
478
Profund Advisors
Maryland
$252K -$403K -606 -63%
GCM
479
Gallacher Capital Management
Colorado
$250K -$29.3K -44 -11%
HFM
480
Harvest Fund Management
China
$249K – – –
EIP
481
Ellis Investment Partners
Pennsylvania
$245K – – –
WAP
482
Wealthcare Advisory Partners
Pennsylvania
$239K -$33.3K -50 -13%
1SB
483
1ST Source Bank
Indiana
$238K – – –
TIA
484
Tiemann Investment Advisors
California
$237K +$6.65K +10 +3%
FTDI
485
First Trust Direct Indexing
Massachusetts
$235K -$2.66K -4 -1%
YIA
486
YHB Investment Advisors
Connecticut
$235K +$222K +334 New
DF
487
Donoghue Forlines
Massachusetts
$234K -$29.9K -45 -12%
AWM
488
AE Wealth Management
Kansas
$234K +$222K +333 New
AUB
489
Atlantic Union Bankshares
Virginia
$232K +$220K +330 New
BFA
490
Beaumont Financial Advisors
Massachusetts
$231K +$219K +329 New
HI
491
Harrington Investments
California
$230K +$218K +328 New
EFSCE
492
Enterprise Financial Services Corp (EFSC)
Missouri
$228K +$216K +324 New
BRWA
493
B. Riley Wealth Advisors
Florida
$226K +$214K +321 New
CAAS
494
Capital Asset Advisory Services
Michigan
$225K -$13.3K -20 -6%
AWM
495
Alterna Wealth Management
Texas
$224K -$107K -161 -34%
KAS
496
Kestra Advisory Services
Texas
$217K -$280K -421 -58%
ACM
497
Acrisure Capital Management
Texas
$217K +$206K +309 New
FL
498
Fort LP
Maryland
$216K -$53.9K -81 -21%
AWM
499
Axxcess Wealth Management
California
$216K +$205K +308 New
FMAEN1
500
Fund Management at Engine No 1
California
$214K +$203K +305 New
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