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Fair Isaac

Name Holding Trade Value Shares
Change
Change in
Stake
TIA
526
Tiemann Investment Advisors
California
$280K -$12.9K -15 -4%
GFS
527
GYL Financial Synergies
Connecticut
$278K -$3.43K -4 -1%
WFI
528
West Family Investments
California
$277K
GLR
529
Great Lakes Retirement
Ohio
$270K +$267K +311 New
CAG
530
Csenge Advisory Group
Florida
$267K -$94.4K -110 -26%
AWM
531
Accurate Wealth Management
Florida
$265K +$248K +289 New
AP
532
AtonRa Partners
Switzerland
$264K -$55.8K -65 -18%
EI
533
Ellevest Inc
New York
$263K +$260K +303 New
GS
534
GTS Securities
Florida
$255K +$252K +294 New
TAM
535
Trust Asset Management
Texas
$254K
DI
536
DFPG Investments
Utah
$253K +$226K +263 New
CWM
537
Cornerstone Wealth Management
Missouri
$248K +$245K +285 New
YIA
538
YHB Investment Advisors
Connecticut
$243K -$27.5K -32 -10%
KAS
539
Kestra Advisory Services
Texas
$243K +$240K +280 New
CTC
540
Central Trust Company
Missouri
$241K -$42.9K -50 -15%
DWA
541
Dougherty Wealth Advisers
Minnesota
$241K
LWM
542
Laidlaw Wealth Management
New York
$241K +$238K +277 New
DCM
543
DGS Capital Management
New Jersey
$239K +$236K +275 New
CFG
544
Cooper Financial Group
California
$235K -$36K -42 -13%
HPIA
545
Hamilton Point Investment Advisors
North Carolina
$234K
PCM
546
Penserra Capital Management
California
$231K -$17.2K -20 -7%
FFM
547
Forum Financial Management
Illinois
$229K
CI
548
Cigna Investments
Connecticut
$229K -$30K -35 -12%
CI Investments Inc
549
CI Investments Inc
Ontario, Canada
$228K +$156K +182 +225%
Northwestern Mutual Wealth Management
550
Northwestern Mutual Wealth Management
Wisconsin
$228K +$5.15K +6 +2%