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Fair Isaac

Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
526
Zacks Investment Management
Illinois
$547K -$508K -393 -52%
KAS
527
Kestra Advisory Services
Texas
$540K -$520K -402 -51%
GVAG
528
Great Valley Advisor Group
Delaware
$529K +$459K +355 New
TFS
529
Thoroughbred Financial Services
Tennessee
$525K +$456K +353 New
CSI
530
Cross Staff Investments
New York
$521K – – –
NCFG
531
New Century Financial Group
New Jersey
$520K +$451K +349 New
SW
532
SVB Wealth
Massachusetts
$518K -$34.9K -27 -7%
EIP
533
Ellis Investment Partners
Pennsylvania
$518K – – –
TSS
534
Two Sigma Securities
New York
$517K -$310K -240 -41%
AR
535
Apeiron RIA
Texas
$515K -$2.58K -2 -0.6%
LI
536
LRI Investments
Florida
$514K +$446K +345 New
WAP
537
Wealthcare Advisory Partners
Pennsylvania
$511K +$22K +17 +5%
FLPIM
538
F.L. Putnam Investment Management
Massachusetts
$506K +$47.8K +37 +12%
O
539
Ossiam
France
$505K -$227K -176 -34%
BB
540
Bell Bank
North Dakota
$505K -$76.3K -59 -15%
Koshinski Asset Management
541
Koshinski Asset Management
Illinois
$503K -$95.6K -74 -19%
AI
542
Ariel Investments
Illinois
$503K -$49.1K -38 -10%
Fisher Asset Management
543
Fisher Asset Management
Washington
$500K +$434K +336 New
GC
544
Gilbert & Cook
Iowa
$496K -$42.7K -33 -9%
BFA
545
Beaumont Financial Advisors
Massachusetts
$496K – – –
BFS
546
Bradley Foster & Sargent
Connecticut
$491K +$10.3K +8 +2%
CCM
547
Conway Capital Management
California
$491K +$118K +91 +38%
HI
548
Harrington Investments
California
$482K -$24.6K -19 -6%
HWM
549
HB Wealth Management
Georgia
$472K +$68.5K +53 +20%
CIA
550
Concurrent Investment Advisors
Florida
$470K +$408K +316 New