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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
601
Gables Capital Management
Florida
$299K +$280K +250 New
NAAA
602
New Age Alpha Advisors
New York
$296K -$1.55M -1,385 -85%
TIA
603
Tiemann Investment Advisors
California
$293K -$11.2K -10 -4%
MG
604
Mather Group
Illinois
$293K +$132K +118 +93%
BP
605
Ballentine Partners
Massachusetts
$292K +$3.36K +3 +1%
SCM
606
Sterling Capital Management
North Carolina
$290K -$765K -683 -74%
HIS
607
Harvest Investment Services
Illinois
$287K +$269K +240 New
OWP
608
ORG Wealth Partners
Texas
$286K +$251K +224 +1,493%
MIM
609
Morningstar Investment Management
Illinois
$282K – – –
DGM
610
Delta Global Management
New York
$281K -$4.11M -3,667 -94%
FPW
611
Flywheel Private Wealth
California
$281K +$39.2K +35 +18%
SFA
612
Souders Financial Advisors
Ohio
$281K +$263K +235 New
QC
613
Quent Capital
New York
$280K +$6.72K +6 +3%
CAM
614
Claret Asset Management
Quebec, Canada
$275K +$28K +25 +12%
WG
615
Winton Group
United Kingdom
$275K -$5.46M -4,876 -95%
BFS
616
Bradley Foster & Sargent
Connecticut
$275K -$3.36K -3 -1%
IC
617
Inscription Capital
Texas
$275K +$258K +230 New
SC
618
Syon Capital
California
$275K +$258K +230 New
HI
619
Harrington Investments
California
$274K -$11.2K -10 -4%
GRP
620
Global Retirement Partners
California
$274K +$257K +229 New
EI
621
Ellevest Inc
New York
$269K -$77.3K -69 -23%
MCM
622
Monument Capital Management
Virginia
$269K -$31.4K -28 -11%
GFA
623
Gallagher Fiduciary Advisors
Illinois
$269K – – –
DWA
624
Dougherty Wealth Advisers
Minnesota
$266K – – –
WA
625
Wealth Alliance
New York
$265K -$3.36K -3 -1%
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