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Fair Isaac

Name Holding Trade Value Shares
Change
Change in
Stake
LCGC
576
Legacy Capital Group California
California
$332K +$55K +44 +20%
YDMI
577
Y.D. More Investments
Israel
$331K +$106K +85 +47%
FFM
578
Forum Financial Management
Illinois
$330K – – –
RCA
579
Resonant Capital Advisors
Wisconsin
$330K +$28.8K +23 +10%
HWM
580
HB Wealth Management
Georgia
$330K +$104K +83 +46%
Northwestern Mutual Wealth Management
581
Northwestern Mutual Wealth Management
Wisconsin
$329K -$71.3K -57 -18%
CI
582
Cigna Investments
Connecticut
$329K – – –
TF
583
Threadgill Financial
Texas
$329K +$329K +263 New
SFI
584
Siemens Fonds Invest
Germany
$327K -$15K -12 -4%
FCP
585
Fidelis Capital Partners
Florida
$327K +$328K +262 New
HCA
586
Harbor Capital Advisors
Illinois
$326K +$326K +261 New
FCBT
587
First Citizens Bank & Trust
North Carolina
$321K -$309K -247 -49%
HFM
588
Harvest Fund Management
China
$320K +$41.3K +33 +15%
MA
589
MJP Associates
Connecticut
$316K +$57.5K +46 +22%
CAM
590
Claret Asset Management
Quebec, Canada
$314K -$16.3K -13 -5%
AG
591
Algert Global
California
$314K -$363K -290 -54%
RP
592
Rowlandmiller & Partners
Georgia
$312K – – –
CI Investments Inc
593
CI Investments Inc
Ontario, Canada
$312K +$31.3K +25 +11%
PWG
594
Portside Wealth Group
Utah
$310K +$32.5K +26 +12%
FL
595
Fort LP
Maryland
$306K -$61.3K -49 -17%
ECM
596
Evergreen Capital Management
Washington
$302K – – –
Carson Wealth (CWM LLC)
597
Carson Wealth (CWM LLC)
Nebraska
$302K +$36.3K +29 +14%
GLR
598
Great Lakes Retirement
Ohio
$301K -$3.75K -3 -1%
CIAS
599
Capital Investment Advisory Services
North Carolina
$301K +$21.3K +17 +8%
CCM
600
Conway Capital Management
California
$299K +$299K +239 New