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Fair Isaac
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Name Holding Trade Value Shares
Change 		Change in
Stake
LI
651
LRI Investments
Florida
$528K -$87.6K -41 -13%
TIA
652
Tiemann Investment Advisors
California
$528K -$21.4K -10 -4%
YDMI
653
Y.D. More Investments
Israel
$528K – – –
ECM
654
Evergreen Capital Management
Washington
$526K – – –
GS
655
GTS Securities
Florida
$522K +$137K +64 +32%
EA
656
Everpar Advisors
Oklahoma
$520K -$323K -151 -37%
SAM
657
Secure Asset Management
Michigan
$518K +$17.1K +8 +3%
BTWM
658
Baker Tilly Wealth Management
Wisconsin
$518K +$79K +37 +17%
SS
659
SBI Securities
Japan
$516K +$553K +259 New
AFG
660
Atomi Financial Group
New York
$514K +$27.8K +13 +5%
UW
661
Unique Wealth
Florida
$512K +$203K +95 +59%
AF
662
Atala Financial
California
$512K +$549K +257 New
BBHC
663
Brown Brothers Harriman & Co
New York
$510K +$70.5K +33 +15%
ACA
664
Aptus Capital Advisors
Alabama
$506K -$32K -15 -6%
UWS
665
Unique Wealth Strategies
Illinois
$505K +$25.6K +12 +5%
XT
666
XTX Topco
Cayman Islands
$500K +$536K +251 New
NERM
667
New England Research & Management
Illinois
$498K +$534K +250 New
NFTC
668
North Forty Two & Co
Oregon
$498K +$534K +250 New
SCA
669
Summit Creek Advisors
Minnesota
$498K -$211K -99 -28%
RP
670
Rowlandmiller & Partners
Georgia
$498K – – –
PIP
671
Peachtree Investment Partners
Florida
$496K +$122K +57 +30%
SPIA
672
Steward Partners Investment Advisory
New York
$492K -$17.1K -8 -3%
SLWA
673
San Luis Wealth Advisors
California
$490K – – –
CI
674
Cigna Investments
Connecticut
$488K -$12.8K -6 -2%
LA
675
LVW Advisors
New York
$484K -$639K -299 -55%
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