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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
651
Wintrust Investments
Illinois
$262K +$7.75K +6 +4%
JF
652
Jump Financial
Illinois
$261K -$282K -218 -55%
GRP
653
Global Retirement Partners
California
$261K +$16.8K +13 +8%
SOW
654
State of Wyoming
Wyoming
$258K +$16.8K +13 +8%
KLCM
655
KG&L Capital Management
Louisiana
$258K +$224K +173 New
JWCA
656
J.W. Cole Advisors
Florida
$256K +$222K +172 New
MFGM
657
Marshall Financial Group (Maryland)
Maryland
$252K -$27.1K -21 -11%
SFG
658
SNS Financial Group
Minnesota
$250K – – –
BTWM
659
Baker Tilly Wealth Management
Wisconsin
$250K +$217K +168 New
IWM
660
IHT Wealth Management
Illinois
$249K -$9.05K -7 -4%
OCPWS
661
One Charles Private Wealth Services
Massachusetts
$249K – – –
UW
662
Unique Wealth
Florida
$249K +$216K +167 New
ORG
663
Optimist Retirement Group
Washington
$243K -$5.17K -4 -2%
AAS
664
Annex Advisory Services
Wisconsin
$243K +$211K +163 New
ZB
665
Zions Bancorporation
Utah
$243K +$211K +163 New
PA
666
Pinnacle Associates
New York
$241K -$19.4K -15 -8%
PWMAG
667
Pinnacle Wealth Management Advisory Group
New Jersey
$241K -$16.8K -13 -7%
SB
668
Strategic Blueprint
Georgia
$238K -$32.3K -25 -14%
GBT
669
Grove Bank & Trust
Florida
$238K – – –
MFG
670
Merit Financial Group
Georgia
$237K -$12.9K -10 -6%
SIA
671
SeaBridge Investment Advisors
New Jersey
$232K +$202K +156 New
AFG
672
ABLE Financial Group
Arizona
$231K +$200K +155 New
HNB
673
Huntington National Bank
Ohio
$226K +$43.9K +34 +29%
AWA
674
Amplius Wealth Advisors
Pennsylvania
$226K -$12.9K -10 -6%
BP
675
Ballentine Partners
Massachusetts
$226K +$196K +152 New
25 26
27
28 29