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Fair Isaac

Name Holding Trade Value Shares
Change
Change in
Stake
AM
501
AGF Management
Ontario, Canada
$616K +$535K +414 New
OIA
502
OneDigital Investment Advisors
Kansas
$615K +$534K +413 New
HFM
503
Harvest Fund Management
China
$607K +$196K +152 +59%
MCM
504
Monument Capital Management
Virginia
$606K -$2.58K -2 -0.5%
HBT
505
Heartland Bank & Trust
Illinois
$604K +$525K +406 New
SEC
506
Seven Eight Capital
New York
$597K -$1.51M -1,169 -74%
GT
507
Greenleaf Trust
Michigan
$597K -$19.4K -15 -4%
MAM
508
Morse Asset Management
Connecticut
$592K +$514K +398 New
EA
509
Emerald Advisers
Pennsylvania
$590K +$512K +396 New
IFG
510
Independent Financial Group
California
$588K -$196K -152 -28%
CA
511
Clearstead Advisors
Ohio
$588K +$501K +388 +5,543%
DAS
512
Diversify Advisory Services
Utah
$585K -$29.7K -23 -6%
AWM
513
Axxcess Wealth Management
California
$581K +$243K +188 +93%
FFA
514
Farther Finance Advisors
California
$579K +$405K +313 +423%
AWM
515
Affinity Wealth Management
Delaware
$578K – – –
NAS
516
Nicolet Advisory Services
Wisconsin
$577K -$20.7K -16 -4%
TPWA
517
TRUE Private Wealth Advisors
Oregon
$576K +$28.4K +22 +6%
I
518
InceptionR
California
$576K +$500K +387 New
Carson Wealth (CWM LLC)
519
Carson Wealth (CWM LLC)
Nebraska
$566K +$178K +138 +57%
IFS
520
Ifrah Financial Services
Arkansas
$564K -$11.6K -9 -2%
BIM
521
Bridges Investment Management
Nebraska
$563K +$189K +146 +63%
P
522
&Partners
Tennessee
$563K +$489K +378 New
ATPW
523
Ashton Thomas Private Wealth
Arizona
$557K -$84K -65 -15%
SFA
524
Sequoia Financial Advisors
Ohio
$554K +$27.1K +21 +6%
EI
525
Ellevest Inc
New York
$554K +$65.9K +51 +16%