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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
551
Marex Group
$424K -$54.9K -49 -12%
EIP
552
Ellis Investment Partners
Pennsylvania
$416K – – –
CWM
553
Connecticut Wealth Management
Connecticut
$412K -$2.24K -2 -0.6%
LA
554
Legacy Advisors
Pennsylvania
$412K +$48.2K +43 +14%
WA
555
Waverly Advisors
Alabama
$408K -$12.3K -11 -3%
GIA
556
Gateway Investment Advisers
Ohio
$407K +$145K +129 +61%
PS
557
Principal Securities
Iowa
$407K -$20.2K -18 -5%
SFI
558
Siemens Fonds Invest
Germany
$406K – – –
DWM
559
Drive Wealth Management
Utah
$404K +$20.2K +18 +6%
APWA
560
Atlas Private Wealth Advisors
New Jersey
$403K – – –
CAG
561
Crestwood Advisors Group
Massachusetts
$399K +$374K +334 New
MYLI
562
Meiji Yasuda Life Insurance
Japan
$399K +$374K +334 New
PA
563
Profund Advisors
Maryland
$398K +$45.9K +41 +14%
HNB
564
Huntington National Bank
Ohio
$393K +$25.8K +23 +8%
SFG
565
SNS Financial Group
Minnesota
$388K +$364K +325 New
NA
566
NewEdge Advisors
Louisiana
$387K +$15.7K +14 +5%
QCM
567
QRG Capital Management
Illinois
$384K -$188K -168 -34%
RA
568
RFG Advisory
Alabama
$382K +$358K +320 New
CWM
569
Centurion Wealth Management
Virginia
$378K – – –
IA
570
IFP Advisors
Florida
$374K +$230K +205 +190%
SPIA
571
Steward Partners Investment Advisory
New York
$367K +$63.9K +57 +23%
TAFW
572
Tred Avon Family Wealth
Maryland
$364K – – –
PCH
573
PGIM Custom Harvest
New Jersey
$357K -$3.36K -3 -1%
MYIA
574
Mount Yale Investment Advisors
Colorado
$351K +$329K +294 New
WPC
575
Wedmont Private Capital
Pennsylvania
$349K +$47K +42 +18%
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