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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
626
Meeder Advisory Services
Ohio
$593K +$29.9K +14 +5%
CG
627
Cynosure Group
Utah
$581K -$235K -110 -27%
TAM
628
Trust Asset Management
Texas
$581K – – –
FTWA
629
Fifth Third Wealth Advisors
Ohio
$577K +$83.3K +39 +16%
CIAS
630
Capital Investment Advisory Services
North Carolina
$575K +$8.54K +4 +1%
AR
631
Apeiron RIA
Texas
$573K -$113K -53 -16%
GCM
632
Graham Capital Management
Connecticut
$571K +$613K +287 New
MC
633
Machina Capital
France
$571K +$613K +287 New
WWP
634
WR Wealth Planners
Missouri
$569K -$85.4K -40 -12%
BFS
635
Bradley Foster & Sargent
Connecticut
$569K -$32K -15 -5%
ITFISA
636
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$564K – – –
WPC
637
Wedmont Private Capital
Pennsylvania
$564K -$4.27K -2 -0.7%
IAA
638
Independent Advisor Alliance
North Carolina
$563K +$604K +283 New
OIA
639
OneDigital Investment Advisors
Kansas
$559K -$126K -59 -17%
UCFA
640
United Capital Financial Advisors
Texas
$551K +$6.41K +3 +1%
KLCM
641
KG&L Capital Management
Louisiana
$551K +$57.7K +27 +11%
HIM
642
Hanlon Investment Management
New Jersey
$544K -$442K -207 -43%
IA
643
IFP Advisors
Florida
$543K -$38.4K -18 -6%
SFI
644
Siemens Fonds Invest
Germany
$542K – – –
HCA
645
Harbor Capital Advisors
Illinois
$540K +$21.4K +10 +4%
FFM
646
Forum Financial Management
Illinois
$536K +$2.14K +1 +0.4%
HPIA
647
Hamilton Point Investment Advisors
North Carolina
$536K – – –
TP
648
Tranquility Partners
Tennessee
$530K -$10.7K -5 -2%
QC
649
Quantessence Capital
New York
$530K +$568K +266 New
SP
650
Sherman Porfolios
Idaho
$530K +$568K +266 New
24 25
26
27 28