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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
601
Focus Partners Advisor Solutions
Missouri
$363K +$16.8K +13 +6%
HKIMG
602
Hutchens & Kramer Investment Management Group
Indiana
$355K -$64.6K -50 -17%
QC
603
Quent Capital
New York
$353K +$3.88K +3 +1%
MMPW
604
Mitchell McLeod Pugh & Williams
Alabama
$350K – – –
SPIA
605
Steward Partners Investment Advisory
New York
$350K +$63.3K +49 +26%
CT
606
ClearAlpha Technologies
Connecticut
$347K +$301K +233 New
PFM
607
Phillips Financial Management
Indiana
$342K -$2.58K -2 -0.9%
GFA
608
Gallagher Fiduciary Advisors
Illinois
$335K – – –
AFA
609
Arlington Financial Advisors
California
$335K +$291K +225 New
UB
610
UMB Bank
Missouri
$332K -$82.7K -64 -22%
DWA
611
Dougherty Wealth Advisers
Minnesota
$332K – – –
GFS
612
GYL Financial Synergies
Connecticut
$332K +$2.58K +2 +0.9%
TWM
613
Thrive Wealth Management
Pennsylvania
$332K +$34.9K +27 +14%
IGAM
614
iA Global Asset Management
Quebec, Canada
$330K -$905K -700 -76%
HIS
615
Harvest Investment Services
Illinois
$329K -$818K -633 -74%
BBHC
616
Brown Brothers Harriman & Co
New York
$329K – – –
CAM
617
Claret Asset Management
Quebec, Canada
$328K -$40.1K -31 -12%
FL
618
Fort LP
Maryland
$326K -$33.6K -26 -11%
MMA
619
Miracle Mile Advisors
California
$325K +$282K +218 New
YIA
620
YHB Investment Advisors
Connecticut
$323K -$20.7K -16 -7%
EAM
621
Empirical Asset Management
Massachusetts
$323K +$33.6K +26 +14%
AFG
622
Atomi Financial Group
New York
$322K +$16.8K +13 +6%
PWG
623
Portside Wealth Group
Utah
$320K -$42.7K -33 -13%
MAM
624
McLean Asset Management
Virginia
$319K +$2.58K +2 +1%
CIC
625
Cornercap Investment Counsel
Georgia
$317K – – –
23 24
25
26 27