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Fair Isaac

Name Holding Trade Value Shares
Change
Change in
Stake
GFS
526
GYL Financial Synergies
Connecticut
$278K -$3.43K -4 -1%
WFI
527
West Family Investments
California
$277K – – –
GLR
528
Great Lakes Retirement
Ohio
$270K +$267K +311 New
CAG
529
Csenge Advisory Group
Florida
$267K -$94.4K -110 -26%
AWM
530
Accurate Wealth Management
Florida
$265K +$248K +289 New
AP
531
AtonRa Partners
Switzerland
$264K -$55.8K -65 -18%
EI
532
Ellevest Inc
New York
$263K +$260K +303 New
GS
533
GTS Securities
Florida
$255K +$252K +294 New
TAM
534
Trust Asset Management
Texas
$254K – – –
DI
535
DFPG Investments
Utah
$253K +$226K +263 New
CWM
536
Cornerstone Wealth Management
Missouri
$248K +$245K +285 New
YIA
537
YHB Investment Advisors
Connecticut
$243K -$27.5K -32 -10%
KAS
538
Kestra Advisory Services
Texas
$243K +$240K +280 New
CTC
539
Central Trust Company
Missouri
$241K -$42.9K -50 -15%
DWA
540
Dougherty Wealth Advisers
Minnesota
$241K – – –
LWM
541
Laidlaw Wealth Management
New York
$241K +$238K +277 New
DCM
542
DGS Capital Management
New Jersey
$239K +$236K +275 New
CFG
543
Cooper Financial Group
California
$235K -$36K -42 -13%
HPIA
544
Hamilton Point Investment Advisors
North Carolina
$234K – – –
PCM
545
Penserra Capital Management
California
$231K -$17.2K -20 -7%
FFM
546
Forum Financial Management
Illinois
$229K – – –
CI
547
Cigna Investments
Connecticut
$229K -$30K -35 -12%
CI Investments Inc
548
CI Investments Inc
Ontario, Canada
$228K +$156K +182 +225%
Northwestern Mutual Wealth Management
549
Northwestern Mutual Wealth Management
Wisconsin
$228K +$5.15K +6 +2%
CAM
550
Claret Asset Management
Quebec, Canada
$227K – – –