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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
651
M3 Advisory Group
Massachusetts
$264K +$6.46K +5 +3%
TPI
652
Trust Point Inc
Wisconsin
$263K -$69.8K -54 -23%
WI
653
Wintrust Investments
Illinois
$262K +$7.75K +6 +4%
JF
654
Jump Financial
Illinois
$261K -$282K -218 -55%
GRP
655
Global Retirement Partners
California
$261K +$16.8K +13 +8%
SOW
656
State of Wyoming
Wyoming
$258K +$16.8K +13 +8%
KLCM
657
KG&L Capital Management
Louisiana
$258K +$224K +173 New
JWCA
658
J.W. Cole Advisors
Florida
$256K +$222K +172 New
MFGM
659
Marshall Financial Group (Maryland)
Maryland
$252K -$27.1K -21 -11%
SFG
660
SNS Financial Group
Minnesota
$250K – – –
BTWM
661
Baker Tilly Wealth Management
Wisconsin
$250K +$217K +168 New
IWM
662
IHT Wealth Management
Illinois
$249K -$9.05K -7 -4%
OCPWS
663
One Charles Private Wealth Services
Massachusetts
$249K – – –
UW
664
Unique Wealth
Florida
$249K +$216K +167 New
ORG
665
Optimist Retirement Group
Washington
$243K -$5.17K -4 -2%
AAS
666
Annex Advisory Services
Wisconsin
$243K +$211K +163 New
ZB
667
Zions Bancorporation
Utah
$243K +$211K +163 New
PA
668
Pinnacle Associates
New York
$241K -$19.4K -15 -8%
PWMAG
669
Pinnacle Wealth Management Advisory Group
New Jersey
$241K -$16.8K -13 -7%
SB
670
Strategic Blueprint
Georgia
$238K -$32.3K -25 -14%
GBT
671
Grove Bank & Trust
Florida
$238K – – –
MFG
672
Merit Financial Group
Georgia
$237K -$12.9K -10 -6%
SIA
673
SeaBridge Investment Advisors
New Jersey
$232K +$202K +156 New
AFG
674
ABLE Financial Group
Arizona
$231K +$200K +155 New
HNB
675
Huntington National Bank
Ohio
$226K +$43.9K +34 +29%
25 26
27
28 29