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Fair Isaac

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
601
Moneta Group Investment Advisors
Missouri
$237K +$205K +204 New
SPIA
602
Steward Partners Investment Advisory
New York
$236K +$3.02K +3 +2%
PA
603
Parallel Advisors
California
$233K -$3.02K -3 -1%
DZ Bank
604
DZ Bank
Germany
$233K – – –
AWM
605
Axxcess Wealth Management
California
$233K +$201K +200 New
IAS
606
Insigneo Advisory Services
Florida
$233K +$201K +200 New
ODFS
607
O'Donnell Financial Services
California
$233K +$201K +200 New
PAM
608
Palisade Asset Management
Minnesota
$233K +$201K +200 New
MAM
609
McLean Asset Management
Virginia
$230K +$207K +206 New
AIM
610
Acropolis Investment Management
Missouri
$229K – – –
BMCM
611
Burns Matteson Capital Management
New York
$229K +$197K +196 New
SCA
612
Stonebridge Capital Advisors
Minnesota
$227K – – –
MFGM
613
Marshall Financial Group (Maryland)
Maryland
$227K +$196K +195 New
ES
614
Eagle Strategies
New York
$226K +$195K +194 New
SFS
615
Security Financial Services
Indiana
$223K +$193K +192 New
CFA
616
Capstone Financial Advisors
Illinois
$221K +$191K +190 New
TWM
617
Thrive Wealth Management
Pennsylvania
$220K +$190K +189 New
AC
618
Aristides Capital
Kentucky
$215K +$186K +185 New
TPI
619
Trust Point Inc
Wisconsin
$215K +$186K +185 New
KFSC
620
Keystone Financial Services (Colorado)
Colorado
$212K +$183K +182 New
HWM
621
HB Wealth Management
Georgia
$211K +$182K +181 New
YDMI
622
Y.D. More Investments
Israel
$210K – – –
AIM
623
Allen Investment Management
New York
$207K +$179K +178 New
PCS
624
Personal CFO Solutions
New Jersey
$207K +$179K +178 New
BTI
625
Blue Trust Inc
Georgia
$206K +$148K +147 +162%