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Fair Isaac

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
601
Concurrent Investment Advisors
Florida
$306K -$13.7K -10 -3%
WAM
602
Wolverine Asset Management
Illinois
$306K +$394K +287 New
EWA
603
EverSource Wealth Advisors
Alabama
$300K +$71.3K +52 +23%
CF
604
Centaurus Financial
California
$295K -$42.5K -31 -10%
HKIMG
605
Hutchens & Kramer Investment Management Group
Indiana
$294K – – –
AssetMark Inc
606
AssetMark Inc
California
$291K +$294K +214 +363%
TAM
607
Trust Asset Management
Texas
$290K – – –
PFM
608
Patton Fund Management
Texas
$290K +$200K +146 +116%
CHAM
609
Clear Harbor Asset Management
Connecticut
$288K -$2.25M -1,638 -86%
LSA
610
Leonteq Securities AG
Switzerland
$288K +$90.5K +66 +32%
HPIA
611
Hamilton Point Investment Advisors
North Carolina
$287K – – –
BIG
612
Brooklyn Investment Group
New York
$285K -$261K -190 -42%
YDMI
613
Y.D. More Investments
Israel
$283K – – –
SCA
614
Summit Creek Advisors
Minnesota
$283K +$110K +80 +43%
MIM
615
Morningstar Investment Management
Illinois
$282K +$362K +264 New
ECM
616
Evergreen Capital Management
Washington
$279K -$12.3K -9 -3%
AAM
617
Advisors Asset Management
Colorado
$279K – – –
TIA
618
Tiemann Investment Advisors
California
$272K +$11K +8 +3%
GCM
619
Gallacher Capital Management
Colorado
$270K -$307K -224 -47%
MCM
620
Monument Capital Management
Virginia
$270K -$91.9K -67 -21%
Acadian Asset Management
621
Acadian Asset Management
Massachusetts
$270K – – –
SLWA
622
San Luis Wealth Advisors
California
$269K -$1.37K -1 -0.4%
AO
623
Advisor OS
Illinois
$268K +$82.3K +60 +31%
RP
624
Rowlandmiller & Partners
Georgia
$267K – – –
SPIA
625
Steward Partners Investment Advisory
New York
$267K +$17.8K +13 +5%