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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
626
Dougherty Wealth Advisers
Minnesota
$266K – – –
WA
627
Wealth Alliance
New York
$265K -$3.36K -3 -1%
CI
628
Cigna Investments
Connecticut
$262K -$12.3K -11 -5%
HFS
629
Hantz Financial Services
Michigan
$259K -$2.64M -2,359 -92%
PFM
630
Phillips Financial Management
Indiana
$258K -$3.36K -3 -1%
EPW
631
Evolve Private Wealth
California
$257K +$241K +215 New
SAM
632
Sagewood Asset Management
New York
$256K +$240K +214 New
RCA
633
Resonant Capital Advisors
Wisconsin
$254K -$220K -196 -48%
JSSH
634
J. Safra Sarasin Holding
$253K +$237K +212 New
FWP
635
Forefront Wealth Partners
Texas
$251K +$23.5K +21 +11%
WAM
636
Wakefield Asset Management
Colorado
$250K – – –
PF
637
Phoenix Financial
Israel
$249K +$12.3K +11 +6%
BTWM
638
Baker Tilly Wealth Management
Wisconsin
$249K +$233K +208 New
GCM
639
Gallacher Capital Management
Colorado
$247K -$51.5K -46 -18%
AI
640
Accredited Investors
Minnesota
$246K – – –
ACM
641
Argent Capital Management
Missouri
$246K – – –
ASA
642
Axxion S.A.
Luxembourg
$246K +$231K +206 New
RWA
643
Rooted Wealth Advisors
Illinois
$244K +$229K +204 New
VFA
644
Voya Financial Advisors
Connecticut
$243K -$40.3K -36 -15%
AI
645
Ariel Investments
Illinois
$243K -$1.12K -1 -0.5%
NG
646
Novem Group
New York
$241K +$226K +202 New
FCP
647
Fidelis Capital Partners
Florida
$240K -$28K -25 -11%
NFTC
648
North Forty Two & Co
Oregon
$239K -$39.2K -35 -15%
ODFS
649
O'Donnell Financial Services
California
$239K – – –
BS
650
Banco Santander
Spain
$237K +$222K +198 New
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