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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
501
Ashton Thomas Private Wealth
Arizona
$511K +$15.1K +15 +4%
SW
502
SVB Wealth
Massachusetts
$510K -$62.4K -62 -12%
CA
503
CoreCap Advisors
Michigan
$503K +$435K +432 New
BJL
504
Brighton Jones LLC
Washington
$499K -$22.1K -22 -5%
GT
505
Greenleaf Trust
Michigan
$496K +$5.03K +5 +1%
TFS
506
Thoroughbred Financial Services
Tennessee
$492K -$153K -152 -26%
FTDI
507
First Trust Direct Indexing
Massachusetts
$485K +$25.2K +25 +6%
QI
508
Qtron Investments
Massachusetts
$484K -$463K -460 -53%
IFS
509
Ifrah Financial Services
Arkansas
$478K -$93.6K -93 -18%
JFG
510
Jefferies Financial Group
New York
$478K -$48.3K -48 -10%
MCM
511
Monument Capital Management
Virginia
$474K +$51.3K +51 +14%
AR
512
Apeiron RIA
Texas
$467K +$404K +401 New
EWA
513
EverSource Wealth Advisors
Alabama
$466K -$2.01K -2 -0.5%
LNC
514
Lincoln National Corp
Pennsylvania
$464K +$11.1K +11 +3%
DWM
515
Drive Wealth Management
Utah
$464K +$27.2K +27 +7%
AWM
516
Affinity Wealth Management
Delaware
$452K – – –
HI
517
Horizon Investments
North Carolina
$452K +$36.2K +36 +10%
ECM
518
ExodusPoint Capital Management
New York
$448K +$387K +385 New
WA
519
Wealth Alliance
New York
$446K +$5.03K +5 +1%
VCA
520
Verdence Capital Advisors
Maryland
$439K -$660K -656 -64%
WG
521
Winton Group
United Kingdom
$412K -$223K -222 -39%
AI
522
Ariel Investments
Illinois
$410K +$22.1K +22 +7%
CSI
523
Cross Staff Investments
New York
$407K – – –
TPWA
524
TRUE Private Wealth Advisors
Oregon
$407K +$352K +350 New
EIP
525
Ellis Investment Partners
Pennsylvania
$405K – – –
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