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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
626
Steward Partners Investment Advisory
New York
$496K +$34.2K +20 +9%
SAM
627
Secure Asset Management
Michigan
$490K +$6.84K +4 +2%
QI
628
Qtron Investments
Massachusetts
$490K – – –
CI
629
Cigna Investments
Connecticut
$488K -$13.7K -8 -3%
FTWA
630
Fifth Third Wealth Advisors
Ohio
$488K +$1.71K +1 +0.4%
CCM
631
Crew Capital Management
Ohio
$488K +$192K +112 +81%
WA
632
Waverly Advisors
Alabama
$486K -$1.71K -1 -0.4%
RP
633
Rowlandmiller & Partners
Georgia
$486K – – –
KLCM
634
KG&L Capital Management
Louisiana
$486K +$132K +77 +45%
JFG
635
Jefferies Financial Group
New York
$478K +$421K +246 New
SLWA
636
San Luis Wealth Advisors
California
$478K – – –
AFG
637
Atomi Financial Group
New York
$476K +$49.6K +29 +13%
UWS
638
Unique Wealth Strategies
Illinois
$470K +$414K +242 New
LA
639
LBP AM
France
$468K -$1.75M -1,023 -81%
PWG
640
Portside Wealth Group
Utah
$465K +$41.1K +24 +11%
PFM
641
Phillips Financial Management
Indiana
$463K +$13.7K +8 +3%
FCBT
642
First Citizens Bank & Trust
North Carolina
$463K -$17.1K -10 -4%
QC
643
Quent Capital
New York
$460K – – –
LS
644
Livforsakringsbolaget Skandia
Sweden
$459K +$301K +176 +293%
MMPW
645
Mitchell McLeod Pugh & Williams
Alabama
$457K – – –
IIC
646
Integrated Investment Consultants
Michigan
$451K – – –
DWT
647
Dorsey & Whitney Trust
South Dakota
$451K +$397K +232 New
BHCM
648
Brevan Howard Capital Management
Jersey
$445K -$705K -412 -64%
BP
649
BNP Paribas
France
$445K +$397K +232 New
EFG
650
Ethos Financial Group
Pennsylvania
$443K +$390K +228 New
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