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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
576
RWA Wealth Partners
Massachusetts
$569K – – –
LNWWM
577
Laird Norton Wetherby Wealth Management
California
$560K +$61.7K +41 +12%
CWM
578
Centurion Wealth Management
Virginia
$548K +$550K +366 New
RCA
579
Resonant Capital Advisors
Wisconsin
$542K +$36.1K +24 +7%
CIAS
580
Capital Investment Advisory Services
North Carolina
$539K +$110K +73 +25%
WAP
581
Wealthcare Advisory Partners
Pennsylvania
$537K +$69.2K +46 +15%
CP
582
Canopy Partners
Ohio
$531K -$12K -8 -2%
CIA
583
Capital Investment Advisors
Georgia
$528K +$531K +353 New
MCM
584
Monument Capital Management
Virginia
$527K -$63.2K -42 -11%
CFMC
585
Curbstone Financial Management Corp
New Hampshire
$521K -$301K -200 -36%
EIP
586
Ellis Investment Partners
Pennsylvania
$521K – – –
EAMA
587
EFG Asset Management (Americas)
Florida
$519K -$1.04M -692 -67%
SFI
588
Siemens Fonds Invest
Germany
$513K – – –
AMM
589
American Money Management
California
$510K +$513K +341 New
WA
590
Wealth Alliance
New York
$507K -$31.6K -21 -6%
APWA
591
Atlas Private Wealth Advisors
New Jersey
$504K -$520K -346 -51%
BFA
592
Beaumont Financial Advisors
Massachusetts
$504K +$3.01K +2 +0.6%
TP
593
Tranquility Partners
Tennessee
$503K -$90.2K -60 -15%
BBHC
594
Brown Brothers Harriman & Co
New York
$497K +$78.2K +52 +19%
AWM
595
Ariadne Wealth Management
California
$492K -$9.02K -6 -2%
CF
596
Centaurus Financial
California
$491K -$58.6K -39 -11%
KPWS
597
Kestra Private Wealth Services
Texas
$489K -$221K -147 -31%
VFA
598
Voya Financial Advisors
Connecticut
$488K +$22.6K +15 +5%
PI
599
PFG Investments
New York
$482K -$40.6K -27 -8%
SC
600
Savant Capital
Illinois
$479K -$18K -12 -4%
22 23
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