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Fair Isaac

Name Holding Trade Value Shares
Change
Change in
Stake
HPIA
626
Hamilton Point Investment Advisors
North Carolina
$403K
CCA
627
Conestoga Capital Advisors
Pennsylvania
$403K +$3.01K +2 +0.7%
KFS
628
Kurt F. Somerville
$400K -$67.7K -45 -14%
YDMI
629
Y.D. More Investments
Israel
$397K
GXJ
630
Global X Japan
Japan
$397K +$391K +260 +5,200%
IAA
631
Independent Advisor Alliance
North Carolina
$392K -$12K -8 -3%
FCP
632
Fidelis Capital Partners
Florida
$392K -$859K -571 -69%
TIA
633
Tiemann Investment Advisors
California
$392K -$4.51K -3 -1%
BTWM
634
Baker Tilly Wealth Management
Wisconsin
$391K +$4.51K +3 +1%
HKIMG
635
Hutchens & Kramer Investment Management Group
Indiana
$391K +$27.1K +18 +7%
CIA
636
Concurrent Investment Advisors
Florida
$389K -$67.7K -45 -15%
MAM
637
McLean Asset Management
Virginia
$385K -$9.02K -6 -3%
ERSOT
638
Employees Retirement System of Texas
Texas
$385K +$91.7K +61 +31%
Acadian Asset Management
639
Acadian Asset Management
Massachusetts
$379K
SLWA
640
San Luis Wealth Advisors
California
$379K +$10.5K +7 +3%
IFS
641
Ifrah Financial Services
Arkansas
$377K -$12K -8 -3%
AF
642
Allworth Financial
California
$376K +$54.1K +36 +17%
BMCM
643
Burns Matteson Capital Management
New York
$374K -$253K -168 -40%
RP
644
Rowlandmiller & Partners
Georgia
$374K
EWA
645
EverSource Wealth Advisors
Alabama
$371K -$51.1K -34 -12%
FFM
646
Forum Financial Management
Illinois
$371K -$40.6K -27 -10%
BCM
647
Bourgeon Capital Management
Connecticut
$371K +$373K +248 New
LA
648
LVW Advisors
New York
$370K +$24.1K +16 +7%
AFG
649
Atomi Financial Group
New York
$367K +$22.6K +15 +7%
SPIA
650
Steward Partners Investment Advisory
New York
$365K -$192K -128 -34%