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Fair Isaac

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
601
Wolverine Asset Management
Illinois
$306K +$394K +287 New
EWA
602
EverSource Wealth Advisors
Alabama
$300K +$71.3K +52 +23%
CF
603
Centaurus Financial
California
$295K -$42.5K -31 -10%
HKIMG
604
Hutchens & Kramer Investment Management Group
Indiana
$294K
AssetMark Inc
605
AssetMark Inc
California
$291K +$294K +214 +363%
TAM
606
Trust Asset Management
Texas
$290K
PFM
607
Patton Fund Management
Texas
$290K +$200K +146 +116%
CHAM
608
Clear Harbor Asset Management
Connecticut
$288K -$2.25M -1,638 -86%
LSA
609
Leonteq Securities AG
Switzerland
$288K +$90.5K +66 +32%
HPIA
610
Hamilton Point Investment Advisors
North Carolina
$287K
BIG
611
Brooklyn Investment Group
New York
$285K -$261K -190 -42%
YDMI
612
Y.D. More Investments
Israel
$283K
SCA
613
Summit Creek Advisors
Minnesota
$283K +$110K +80 +43%
MIM
614
Morningstar Investment Management
Illinois
$282K +$362K +264 New
ECM
615
Evergreen Capital Management
Washington
$279K -$12.3K -9 -3%
AAM
616
Advisors Asset Management
Colorado
$279K
TIA
617
Tiemann Investment Advisors
California
$272K +$11K +8 +3%
GCM
618
Gallacher Capital Management
Colorado
$270K -$307K -224 -47%
MCM
619
Monument Capital Management
Virginia
$270K -$91.9K -67 -21%
Acadian Asset Management
620
Acadian Asset Management
Massachusetts
$270K
SLWA
621
San Luis Wealth Advisors
California
$269K -$1.37K -1 -0.4%
AO
622
Advisor OS
Illinois
$268K +$82.3K +60 +31%
RP
623
Rowlandmiller & Partners
Georgia
$267K
SPIA
624
Steward Partners Investment Advisory
New York
$267K +$17.8K +13 +5%
BIA
625
Benchmark Investment Advisors
Illinois
$264K +$340K +248 New