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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
QCM
601
QRG Capital Management
Illinois
$479K -$122K -81 -20%
BCI
602
Brinker Capital Investments
Pennsylvania
$477K -$650K -432 -58%
HI
603
Harrington Investments
California
$477K +$9.02K +6 +2%
EI
604
Ellevest Inc
New York
$473K -$140K -93 -23%
WPC
605
Wedmont Private Capital
Pennsylvania
$472K -$64.7K -43 -15%
WA
606
Waverly Advisors
Alabama
$467K -$64.7K -43 -12%
PCH
607
PGIM Custom Harvest
New Jersey
$459K -$12K -8 -3%
NA
608
NewEdge Advisors
Louisiana
$457K -$220K -146 -32%
BOM
609
Bank of Marin
California
$456K +$211K +140 +85%
DAM
610
Deltec Asset Management
New York
$449K +$451K +300 New
FLPIM
611
F.L. Putnam Investment Management
Massachusetts
$446K -$24.1K -16 -5%
LA
612
Legacy Advisors
Pennsylvania
$444K +$447K +297 New
OTL
613
Oak Thistle LLC
New York
$440K -$2.84M -1,889 -87%
SPA
614
Sherbrooke Park Advisers
New York
$438K +$64.7K +43 +17%
PIM
615
Profit Investment Management
Maryland
$437K -$872K -580 -67%
HNB
616
Huntington National Bank
Ohio
$428K +$85.7K +57 +25%
ECM
617
Evergreen Capital Management
Washington
$428K +$25.6K +17 +6%
RCM
618
RMR Capital Management
California
$425K -$147K -98 -26%
TAM
619
Trust Asset Management
Texas
$422K – – –
FTWA
620
Fifth Third Wealth Advisors
Ohio
$421K -$25.6K -17 -6%
SCM
621
Sandler Capital Management
New York
$421K +$54.1K +36 +15%
PWG
622
Portside Wealth Group
Utah
$419K -$58.6K -39 -12%
PIM
623
Plato Investment Management
Australia
$416K -$7.52K -5 -2%
IFG
624
Independent Financial Group
California
$409K -$131K -87 -24%
AIM
625
AXA Investment Managers
France
$406K +$408K +271 New
23 24
25
26 27