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Fair Isaac

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
551
Bradley Foster & Sargent
Connecticut
$402K +$38.8K +31 +11%
KI
552
Kapitalo Investimentos
Brazil
$402K +$41.3K +33 +11%
EI
553
Ellevest Inc
New York
$401K +$10K +8 +3%
QCM
554
QRG Capital Management
Illinois
$391K -$409K -327 -51%
VWM
555
Valley Wealth Managers
New Jersey
$389K -$26.3K -21 -6%
Bank Julius Baer & Co
556
Bank Julius Baer & Co
Switzerland
$387K +$388K +310 New
IAIM
557
International Assets Investment Management
Florida
$380K -$50K -40 -12%
FLPIM
558
F.L. Putnam Investment Management
Massachusetts
$379K -$2.5K -2 -0.7%
TIA
559
Tiemann Investment Advisors
California
$375K -$12.5K -10 -3%
WFI
560
West Family Investments
California
$369K +$13.8K +11 +4%
CWA
561
Clarity Wealth Advisors
California
$366K +$366K +293 New
SC
562
Scotia Capital
Ontario, Canada
$366K +$366K +293 New
TAM
563
Trust Asset Management
Texas
$365K – – –
IAS
564
Insigneo Advisory Services
Florida
$365K +$115K +92 +46%
HKIMG
565
Hutchens & Kramer Investment Management Group
Indiana
$360K +$359K +287 New
UB
566
UMB Bank
Missouri
$359K -$22.5K -18 -6%
MWM
567
Meridian Wealth Management
Kentucky
$354K – – –
UCFA
568
United Capital Financial Advisors
Texas
$352K +$15K +12 +4%
HWMA
569
Heritage Wealth Management (Arizona)
Arizona
$350K -$15K -12 -4%
TP
570
Tranquility Partners
Tennessee
$345K +$345K +276 New
CCI
571
Credit Capital Investments
New Jersey
$337K +$338K +270 New
HPIA
572
Hamilton Point Investment Advisors
North Carolina
$336K – – –
CCA
573
Checchi Capital Advisers
California
$336K +$8.76K +7 +3%
ITFISA
574
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$335K – – –
DFCM
575
Dark Forest Capital Management
Puerto Rico
$332K -$13.8K -11 -4%