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Fair Isaac

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
501
Carson Wealth (CWM LLC)
Nebraska
$1.2M +$124K +58 +11%
KCM
502
Kathmere Capital Management
Pennsylvania
$1.19M +$19.2K +9 +2%
GRP
503
Global Retirement Partners
California
$1.19M +$842K +394 +195%
UBP
504
Union Bancaire Privee
Switzerland
$1.18M +$1.23M +578 New
SC
505
Savant Capital
Illinois
$1.14M -$44.9K -21 -4%
IWC
506
Integrated Wealth Concepts
Massachusetts
$1.12M -$36.3K -17 -3%
WBC
507
Westpac Banking Corp
Australia
$1.1M +$978K +458 +472%
S
508
SignatureFD
Georgia
$1.1M -$32K -15 -3%
JSW
509
Journey Strategic Wealth
New Jersey
$1.1M -$2.14K -1 -0.2%
GH
510
GAM Holding
Switzerland
$1.09M -$4.27K -2 -0.4%
CFMC
511
Curbstone Financial Management Corp
New Hampshire
$1.09M – – –
BL
512
BFSG LLC
California
$1.08M -$38.4K -18 -3%
MWM
513
Meridian Wealth Management
Kentucky
$1.07M +$538K +252 +88%
WP
514
Westmount Partners
California
$1.07M – – –
AFCM
515
Applied Finance Capital Management
Puerto Rico
$1.06M -$224K -105 -16%
PAG
516
Private Advisor Group
New Jersey
$1.04M -$61.9K -29 -5%
TE
517
Tema ETFs
New York
$1.04M +$1.11M +521 New
CWP
518
Cyndeo Wealth Partners
Florida
$1.03M -$2.14K -1 -0.2%
JSSH
519
J. Safra Sarasin Holding
$1.03M +$1.1M +517 New
PAI
520
Pittenger & Anderson Inc
Nebraska
$1.03M +$329K +154 +43%
VSQM
521
V-Square Quantitative Management
Illinois
$1.02M -$51.3K -24 -4%
SFA
522
Sequoia Financial Advisors
Ohio
$999K +$182K +85 +20%
PA
523
Parallel Advisors
California
$988K +$53.4K +25 +5%
CAGAS
524
Capital Advisory Group Advisory Services
Minnesota
$986K +$4.27K +2 +0.4%
Capstone Investment Advisors
525
Capstone Investment Advisors
New York
$976K -$169K -79 -14%