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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
626
Solstein Capital
California
$14.6K +$13.5K +18 New
VWM
627
Venturi Wealth Management
Texas
$13.8K -$750 -1 -6%
LCM
628
Logan Capital Management
Pennsylvania
$13.8K – – –
AAP
629
Arax Advisory Partners
Colorado
$12.9K -$8.25K -11 -41%
JWA
630
JFS Wealth Advisors
Pennsylvania
$12.9K – – –
PP
631
PFS Partners
New Jersey
$12.9K +$12K +16 New
ATC
632
Adirondack Trust Company
New York
$12.6K – – –
GWM
633
Geneos Wealth Management
Colorado
$12.1K – – –
GA
634
GoalVest Advisory
New York
$11.3K +$10.5K +14 New
CFO
635
CVA Family Office
Colorado
$10.5K +$3K +4 +44%
FCAG
636
First Capital Advisors Group
New Jersey
$10.5K +$9.75K +13 New
HFM
637
Hartford Financial Management
Connecticut
$9.71K – – –
GWS
638
Glassman Wealth Services
Virginia
$9.71K +$1.5K +2 +20%
AIM
639
Anchor Investment Management
South Carolina
$8.09K +$7.5K +10 New
PFBT
640
Parkside Financial Bank & Trust
Missouri
$7.28K – – –
GI
641
Gradient Investments
Minnesota
$7.28K +$750 +1 +13%
VCM
642
Versant Capital Management
Arizona
$7.28K +$750 +1 +13%
PWMG
643
Prestige Wealth Management Group
New Jersey
$5.67K – – –
PTC
644
Private Trust Company
Ohio
$5.66K -$3K -4 -36%
LFG
645
Larson Financial Group
Missouri
$5.66K – – –
SIC
646
SJS Investment Consulting
Ohio
$4.86K – – –
IBOK
647
Independence Bank of Kentucky
Kentucky
$4.86K +$4.5K +6 New
WWP
648
WR Wealth Planners
Missouri
$4.86K +$4.5K +6 New
AWM
649
Abound Wealth Management
Tennessee
$4.05K +$750 +1 +25%
RG
650
Retirement Group
California
$4.05K – – –
24 25
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