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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
651
Ritter Daniher Financial Advisory
Ohio
$7.82K +$7.72K +9 New
VAG
652
VisionPoint Advisory Group
Texas
$6.95K +$6.01K +7 +700%
CCP
653
Carmel Capital Partners
California
$6.95K +$6.87K +8 New
LFG
654
Larson Financial Group
Missouri
$6.08K – – –
PWMG
655
Prestige Wealth Management Group
New Jersey
$6.08K – – –
AWM
656
Abound Wealth Management
Tennessee
$6.08K +$1.72K +2 +40%
PCTC
657
Perkins Coie Trust Company
Washington
$6.08K +$6.01K +7 New
JFGIW
658
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.21K -$10.3K -12 -67%
SIC
659
SJS Investment Consulting
Ohio
$5.21K – – –
IBOK
660
Independence Bank of Kentucky
Kentucky
$5.21K – – –
SWA
661
Sutton Wealth Advisors
Florida
$5.21K +$1.72K +2 +50%
RG
662
Retirement Group
California
$4.34K – – –
ZB
663
Zions Bancorporation
Utah
$4.34K – – –
AWA
664
Authentikos Wealth Advisory
California
$4.34K +$4.29K +5 New
TWC
665
TD Waterhouse Canada
Ontario, Canada
$4.32K – – –
CA
666
Clearstead Advisors
Ohio
$3.48K -$76.4K -89 -96%
LF
667
Lee Financial
Texas
$3.48K – – –
AF
668
Advisornet Financial
Minnesota
$3.47K – – –
MRCM
669
M&R Capital Management
New Jersey
$3.47K – – –
TJHA
670
Thomas J. Herzfeld Advisors
Florida
$3.47K – – –
FMP
671
Financial Management Professionals
Texas
$3K – – –
CPG
672
Cornerstone Planning Group
New Jersey
$2.61K – – –
PVH
673
Psagot Value Holdings
Israel
$2K +$1.72K +2 New
AGWCA
674
Annis Gardner Whiting Capital Advisors
Florida
$1.74K +$1.72K +2 New
CWP
675
Concord Wealth Partners
Virginia
$1.74K – – –
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