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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
501
Journey Strategic Wealth
New Jersey
$1.11M +$52.6K +28 +5%
GH
502
GAM Holding
Switzerland
$1.11M -$131K -70 -10%
IWC
503
Integrated Wealth Concepts
Massachusetts
$1.09M +$250K +133 +29%
AG
504
Ascent Group
Virginia
$1.08M -$272K -145 -20%
HT
505
Headlands Technologies
Illinois
$1.08M +$1.11M +589 New
PAG
506
Private Advisor Group
New Jersey
$1.07M +$143K +76 +15%
MWM
507
Meridian Wealth Management
Kentucky
$1.07M -$160K -85 -13%
CFO
508
Callan Family Office
Pennsylvania
$1.07M +$1.09M +583 New
S
509
SignatureFD
Georgia
$1.05M -$22.5K -12 -2%
FBT
510
First Bank & Trust
South Dakota
$1.05M +$1.08M +574 New
CSI
511
Cross Staff Investments
New York
$1.04M +$376K +200 +54%
PA
512
Procyon Advisors
Connecticut
$1.04M -$1.4M -746 -57%
OAM
513
Ostrum Asset Management
France
$1.02M -$28.2K -15 -3%
TPCW
514
TD Private Client Wealth
New York
$1.01M -$7.51K -4 -0.7%
VA
515
VestGen Advisors
Illinois
$1.01M +$830K +442 +402%
HCA
516
Harbor Capital Advisors
Illinois
$1.01M -$13.1K -7 -1%
FIA
517
FNY Investment Advisers
New York
$1M +$1.03M +550 New
TRCT
518
Tower Research Capital (TRC)
New York
$1M -$379K -202 -27%
CFMC
519
Curbstone Financial Management Corp
New Hampshire
$1M – – –
AFCM
520
Applied Finance Capital Management
Puerto Rico
$1,000K -$210K -112 -17%
MSA
521
MUFG Securities Americas
New York
$987K +$203K +108 +25%
SFM
522
Soros Fund Management
New York
$987K +$1.01M +540 New
BL
523
BFSG LLC
California
$981K -$5.63K -3 -0.6%
VF
524
Virtu Financial
New York
$970K +$997K +531 New
BJL
525
Brighton Jones LLC
Washington
$957K +$65.7K +35 +7%
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