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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
FCBT
601
First Citizens Bank & Trust
North Carolina
$369K -$11.6K -9 -4%
SLWA
602
San Luis Wealth Advisors
California
$366K +$318K +246 New
FPAS
603
Focus Partners Advisor Solutions
Missouri
$363K +$16.8K +13 +6%
HKIMG
604
Hutchens & Kramer Investment Management Group
Indiana
$355K -$64.6K -50 -17%
QC
605
Quent Capital
New York
$353K +$3.88K +3 +1%
MMPW
606
Mitchell McLeod Pugh & Williams
Alabama
$350K – – –
SPIA
607
Steward Partners Investment Advisory
New York
$350K +$63.3K +49 +26%
CT
608
ClearAlpha Technologies
Connecticut
$347K +$301K +233 New
PFM
609
Phillips Financial Management
Indiana
$342K -$2.58K -2 -0.9%
GFA
610
Gallagher Fiduciary Advisors
Illinois
$335K – – –
AFA
611
Arlington Financial Advisors
California
$335K +$291K +225 New
UB
612
UMB Bank
Missouri
$332K -$82.7K -64 -22%
DWA
613
Dougherty Wealth Advisers
Minnesota
$332K – – –
GFS
614
GYL Financial Synergies
Connecticut
$332K +$2.58K +2 +0.9%
TWM
615
Thrive Wealth Management
Pennsylvania
$332K +$34.9K +27 +14%
IGAM
616
iA Global Asset Management
Quebec, Canada
$330K -$905K -700 -76%
HIS
617
Harvest Investment Services
Illinois
$329K -$818K -633 -74%
BBHC
618
Brown Brothers Harriman & Co
New York
$329K – – –
CAM
619
Claret Asset Management
Quebec, Canada
$328K -$40.1K -31 -12%
FL
620
Fort LP
Maryland
$326K -$33.6K -26 -11%
MMA
621
Miracle Mile Advisors
California
$325K +$282K +218 New
YIA
622
YHB Investment Advisors
Connecticut
$323K -$20.7K -16 -7%
EAM
623
Empirical Asset Management
Massachusetts
$323K +$33.6K +26 +14%
AFG
624
Atomi Financial Group
New York
$322K +$16.8K +13 +6%
PWG
625
Portside Wealth Group
Utah
$320K -$42.7K -33 -13%
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