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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
501
D'Orazio & Associates
Virginia
$322K -$211K -281 -41%
FL
502
Fort LP
Maryland
$322K +$67.5K +90 +29%
IAIM
503
International Assets Investment Management
Florida
$320K +$24K +32 +9%
WA
504
Wealth Alliance
New York
$316K -$89.2K -119 -23%
AWM
505
Affinity Wealth Management
Delaware
$314K – – –
LNC
506
Lincoln National Corp
Pennsylvania
$312K -$3.75K -5 -1%
IWA
507
Intercontinental Wealth Advisors
Texas
$303K -$161K -215 -36%
VIA
508
Vident Investment Advisory
Georgia
$299K -$271K -361 -49%
AP
509
AtonRa Partners
Switzerland
$299K -$36.7K -49 -12%
VWM
510
Valley Wealth Managers
New Jersey
$295K -$12K -16 -4%
GFA
511
Gallagher Fiduciary Advisors
Illinois
$291K -$22.5K -30 -8%
HI
512
Horizon Investments
North Carolina
$290K +$268K +357 +35,700%
FTDI
513
First Trust Direct Indexing
Massachusetts
$289K +$17.2K +23 +7%
HFM
514
Harvest Fund Management
China
$286K – – –
ITFISA
515
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$283K -$112K -150 -30%
CSI
516
Cross Staff Investments
New York
$283K +$262K +350 New
EIP
517
Ellis Investment Partners
Pennsylvania
$282K – – –
HI
518
Harrington Investments
California
$278K +$12K +16 +5%
WAP
519
Wealthcare Advisory Partners
Pennsylvania
$277K +$1.5K +2 +0.6%
DWM
520
Drive Wealth Management
Utah
$277K +$30.7K +41 +14%
1SB
521
1ST Source Bank
Indiana
$274K – – –
AWM
522
Alterna Wealth Management
Texas
$274K +$14.2K +19 +6%
TIA
523
Tiemann Investment Advisors
California
$273K – – –
AI
524
Ariel Investments
Illinois
$269K -$66.7K -89 -21%
IFU
525
iSAM Funds (UK)
United Kingdom
$268K +$248K +331 New
19 20
21
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