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Fair Isaac

Name Holding Trade Value Shares
Change
Change in
Stake
HFM
501
Harvest Fund Management
China
$607K +$196K +152 +59%
MCM
502
Monument Capital Management
Virginia
$606K -$2.58K -2 -0.5%
HBT
503
Heartland Bank & Trust
Illinois
$604K +$525K +406 New
SEC
504
Seven Eight Capital
New York
$597K -$1.51M -1,169 -74%
GT
505
Greenleaf Trust
Michigan
$597K -$19.4K -15 -4%
MAM
506
Morse Asset Management
Connecticut
$592K +$514K +398 New
EA
507
Emerald Advisers
Pennsylvania
$590K +$512K +396 New
IFG
508
Independent Financial Group
California
$588K -$196K -152 -28%
CA
509
Clearstead Advisors
Ohio
$588K +$501K +388 +5,543%
DAS
510
Diversify Advisory Services
Utah
$585K -$29.7K -23 -6%
AWM
511
Axxcess Wealth Management
California
$581K +$243K +188 +93%
FFA
512
Farther Finance Advisors
California
$579K +$405K +313 +423%
AWM
513
Affinity Wealth Management
Delaware
$578K
NAS
514
Nicolet Advisory Services
Wisconsin
$577K -$20.7K -16 -4%
TPWA
515
TRUE Private Wealth Advisors
Oregon
$576K +$28.4K +22 +6%
I
516
InceptionR
California
$576K +$500K +387 New
Carson Wealth (CWM LLC)
517
Carson Wealth (CWM LLC)
Nebraska
$566K +$178K +138 +57%
IFS
518
Ifrah Financial Services
Arkansas
$564K -$11.6K -9 -2%
BIM
519
Bridges Investment Management
Nebraska
$563K +$189K +146 +63%
P
520
&Partners
Tennessee
$563K +$489K +378 New
ATPW
521
Ashton Thomas Private Wealth
Arizona
$557K -$84K -65 -15%
SFA
522
Sequoia Financial Advisors
Ohio
$554K +$27.1K +21 +6%
EI
523
Ellevest Inc
New York
$554K +$65.9K +51 +16%
ZIM
524
Zacks Investment Management
Illinois
$547K -$508K -393 -52%
KAS
525
Kestra Advisory Services
Texas
$540K -$520K -402 -51%