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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
651
Arlington Financial Advisors
California
$437K – – –
GFA
652
Gallagher Fiduciary Advisors
Illinois
$437K – – –
DWA
653
Dougherty Wealth Advisers
Minnesota
$433K – – –
BBHC
654
Brown Brothers Harriman & Co
New York
$433K +$3.42K +2 +0.9%
BTWM
655
Baker Tilly Wealth Management
Wisconsin
$433K +$94.1K +55 +33%
CAM
656
Claret Asset Management
Quebec, Canada
$430K +$1.71K +1 +0.5%
TWM
657
Thrive Wealth Management
Pennsylvania
$422K -$10.3K -6 -3%
KPWS
658
Kestra Private Wealth Services
Texas
$420K +$34.2K +20 +10%
BRWA
659
B. Riley Wealth Advisors
Florida
$419K -$149K -87 -29%
WG
660
Winton Group
United Kingdom
$418K -$542K -317 -60%
GFS
661
GYL Financial Synergies
Connecticut
$418K -$13.7K -8 -4%
MCM
662
Manchester Capital Management
Vermont
$416K +$18.8K +11 +5%
NWAG
663
Net Worth Advisory Group
Utah
$415K +$364K +213 New
VWM
664
Venturi Wealth Management
Texas
$410K +$137K +80 +61%
HIM
665
Harbour Investment Management
Washington
$408K – – –
ORI
666
Oak Ridge Investments
Illinois
$406K +$358K +209 New
MAM
667
McLean Asset Management
Virginia
$398K – – –
CTC
668
Central Trust Company
Missouri
$397K -$83.8K -49 -19%
HKIMG
669
Hutchens & Kramer Investment Management Group
Indiana
$393K -$54.8K -32 -14%
UB
670
UMB Bank
Missouri
$393K -$35.9K -21 -9%
GRP
671
Global Retirement Partners
California
$393K +$46.2K +27 +15%
ODFS
672
O'Donnell Financial Services
California
$389K – – –
PAM
673
Palisade Asset Management
Minnesota
$389K – – –
DFCM
674
Dark Forest Capital Management
Puerto Rico
$389K +$342K +200 New
NC
675
nVerses Capital
Florida
$389K +$342K +200 New
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