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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
626
Cigna Investments
Connecticut
$262K -$12.3K -11 -5%
HFS
627
Hantz Financial Services
Michigan
$259K -$2.64M -2,359 -92%
PFM
628
Phillips Financial Management
Indiana
$258K -$3.36K -3 -1%
EPW
629
Evolve Private Wealth
California
$257K +$241K +215 New
SAM
630
Sagewood Asset Management
New York
$256K +$240K +214 New
RCA
631
Resonant Capital Advisors
Wisconsin
$254K -$220K -196 -48%
JSSH
632
J. Safra Sarasin Holding
$253K +$237K +212 New
FWP
633
Forefront Wealth Partners
Texas
$251K +$23.5K +21 +11%
WAM
634
Wakefield Asset Management
Colorado
$250K – – –
PF
635
Phoenix Financial
Israel
$249K +$12.3K +11 +6%
BTWM
636
Baker Tilly Wealth Management
Wisconsin
$249K +$233K +208 New
GCM
637
Gallacher Capital Management
Colorado
$247K -$51.5K -46 -18%
AI
638
Accredited Investors
Minnesota
$246K – – –
ACM
639
Argent Capital Management
Missouri
$246K – – –
ASA
640
Axxion S.A.
Luxembourg
$246K +$231K +206 New
RWA
641
Rooted Wealth Advisors
Illinois
$244K +$229K +204 New
VFA
642
Voya Financial Advisors
Connecticut
$243K -$40.3K -36 -15%
AI
643
Ariel Investments
Illinois
$243K -$1.12K -1 -0.5%
NG
644
Novem Group
New York
$241K +$226K +202 New
FCP
645
Fidelis Capital Partners
Florida
$240K -$28K -25 -11%
NFTC
646
North Forty Two & Co
Oregon
$239K -$39.2K -35 -15%
ODFS
647
O'Donnell Financial Services
California
$239K – – –
BS
648
Banco Santander
Spain
$237K +$222K +198 New
MAM
649
McLean Asset Management
Virginia
$234K +$4.48K +4 +2%
CAU
650
Caxton Associates (UK)
$232K -$1.39M -1,244 -87%
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