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Fair Isaac

Name Holding Trade Value Shares
Change
Change in
Stake
PA
501
Parallel Advisors
California
$915K +$34.2K +20 +4%
FNA
502
First National Advisers
Nebraska
$915K +$806K +471 New
ACI
503
Alpha Cubed Investments
California
$908K +$13.7K +8 +2%
WA
504
Wealth Alliance
New York
$906K +$17.1K +10 +2%
CWM
505
Connecticut Wealth Management
Connecticut
$898K -$89K -52 -10%
BWP
506
Baldwin Wealth Partners
Massachusetts
$888K +$782K +457 New
CAM
507
Councilmark Asset Management
Tennessee
$884K
PAS
508
Park Avenue Securities
New York
$878K -$110K -64 -12%
BMCM
509
Burns Matteson Capital Management
New York
$875K -$1.71K -1 -0.2%
CP
510
Canopy Partners
Ohio
$875K
DWM
511
Drive Wealth Management
Utah
$871K +$1.71K +1 +0.2%
QCG
512
Quadrant Capital Group
Ohio
$857K -$1.71K -1 -0.2%
PP
513
Prudential plc
United Kingdom
$838K -$506K -296 -41%
Verition Fund Management
514
Verition Fund Management
Connecticut
$838K +$737K +431 New
CF
515
Centaurus Financial
California
$832K
DOA
516
D'Orazio & Associates
Virginia
$832K -$3.42K -2 -0.5%
GT
517
Greenleaf Trust
Michigan
$830K +$44.5K +26 +6%
MAM
518
Morse Asset Management
Connecticut
$830K +$49.6K +29 +7%
BIM
519
Bridges Investment Management
Nebraska
$828K +$82.1K +48 +13%
AWM
520
Ariadne Wealth Management
California
$823K +$647K +378 New
Lazard Asset Management
521
Lazard Asset Management
New York
$819K -$30.8K -18 -4%
AIP
522
Almanack Investment Partners
Pennsylvania
$818K -$32.5K -19 -4%
SFA
523
Sequoia Financial Advisors
Ohio
$810K +$77K +45 +12%
WGC
524
Watts Gwilliam & Co
Arizona
$808K +$695K +406 New
EI
525
Ellevest Inc
New York
$807K +$73.6K +43 +12%