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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
601
San Luis Wealth Advisors
California
$300K -$1.12K -1 -0.4%
RP
602
Rowlandmiller & Partners
Georgia
$299K – – –
GCM
603
Gables Capital Management
Florida
$299K +$280K +250 New
NAAA
604
New Age Alpha Advisors
New York
$296K -$1.55M -1,385 -85%
TIA
605
Tiemann Investment Advisors
California
$293K -$11.2K -10 -4%
MG
606
Mather Group
Illinois
$293K +$132K +118 +93%
BP
607
Ballentine Partners
Massachusetts
$292K +$3.36K +3 +1%
SCM
608
Sterling Capital Management
North Carolina
$290K -$765K -683 -74%
HIS
609
Harvest Investment Services
Illinois
$287K +$269K +240 New
OWP
610
ORG Wealth Partners
Texas
$286K +$251K +224 +1,493%
MIM
611
Morningstar Investment Management
Illinois
$282K – – –
DGM
612
Delta Global Management
New York
$281K -$4.11M -3,667 -94%
FPW
613
Flywheel Private Wealth
California
$281K +$39.2K +35 +18%
SFA
614
Souders Financial Advisors
Ohio
$281K +$263K +235 New
QC
615
Quent Capital
New York
$280K +$6.72K +6 +3%
CAM
616
Claret Asset Management
Quebec, Canada
$275K +$28K +25 +12%
WG
617
Winton Group
United Kingdom
$275K -$5.46M -4,876 -95%
BFS
618
Bradley Foster & Sargent
Connecticut
$275K -$3.36K -3 -1%
IC
619
Inscription Capital
Texas
$275K +$258K +230 New
SC
620
Syon Capital
California
$275K +$258K +230 New
HI
621
Harrington Investments
California
$274K -$11.2K -10 -4%
GRP
622
Global Retirement Partners
California
$274K +$257K +229 New
EI
623
Ellevest Inc
New York
$269K -$77.3K -69 -23%
MCM
624
Monument Capital Management
Virginia
$269K -$31.4K -28 -11%
GFA
625
Gallagher Fiduciary Advisors
Illinois
$269K – – –
23 24
25
26 27