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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
576
Moneta Group Investment Advisors
Missouri
$403K +$118K +91 +51%
WPC
577
Wedmont Private Capital
Pennsylvania
$402K +$32.3K +25 +11%
CCA
578
Checchi Capital Advisers
California
$400K – – –
HPIA
579
Hamilton Point Investment Advisors
North Carolina
$400K – – –
FFM
580
Forum Financial Management
Illinois
$399K +$5.17K +4 +2%
LCGC
581
Legacy Capital Group California
California
$396K – – –
GWP
582
Gen-Wealth Partners
Michigan
$396K +$121K +94 +55%
UCFA
583
United Capital Financial Advisors
Texas
$394K -$22K -17 -6%
YDMI
584
Y.D. More Investments
Israel
$394K – – –
SFI
585
Siemens Fonds Invest
Germany
$390K – – –
HCA
586
Harbor Capital Advisors
Illinois
$386K -$2.58K -2 -0.8%
CI
587
Cigna Investments
Connecticut
$385K -$5.17K -4 -2%
ECM
588
Evergreen Capital Management
Washington
$381K +$18.1K +14 +6%
CTC
589
Central Trust Company
Missouri
$377K +$31K +24 +10%
QI
590
Qtron Investments
Massachusetts
$375K -$212K -164 -39%
MAS
591
Meeder Advisory Services
Ohio
$375K +$112K +87 +53%
HWMA
592
Heritage Wealth Management (Arizona)
Arizona
$374K -$37.5K -29 -10%
HFO
593
Heritage Family Offices
Arizona
$374K +$324K +251 New
MA
594
MJP Associates
Connecticut
$374K -$2.58K -2 -0.8%
WA
595
Waverly Advisors
Alabama
$374K +$324K +251 New
RP
596
Rowlandmiller & Partners
Georgia
$372K – – –
FTWA
597
Fifth Third Wealth Advisors
Ohio
$372K +$323K +250 New
SAM
598
Secure Asset Management
Michigan
$370K +$321K +248 New
FCBT
599
First Citizens Bank & Trust
North Carolina
$369K -$11.6K -9 -4%
SLWA
600
San Luis Wealth Advisors
California
$366K +$318K +246 New
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