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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
676
Baron Wealth Management
Michigan
$225K +$195K +151 New
SN
677
Sittner & Nelson
Oregon
$223K – – –
WFA
678
WestHill Financial Advisors
California
$223K +$194K +150 New
MAWA
679
Moss Adams Wealth Advisors
Washington
$222K +$193K +149 New
CHAM
680
Clear Harbor Asset Management
Connecticut
$222K +$193K +149 New
MG
681
Meritage Group
California
$222K +$193K +149 New
LI
682
Lafayette Investments
Maryland
$220K +$191K +148 New
LA
683
Lifeworks Advisors
Michigan
$220K +$191K +148 New
CC
684
Courier Capital
New York
$219K +$190K +147 New
AWM
685
Aprio Wealth Management
Georgia
$217K -$37.5K -29 -17%
SCM
686
Shelton Capital Management
Colorado
$217K +$189K +146 New
SAG
687
SageView Advisory Group
California
$216K -$56.9K -44 -23%
AAM
688
Aureus Asset Management
Massachusetts
$216K +$187K +145 New
KWM
689
Kolinsky Wealth Management
New Jersey
$214K +$186K +144 New
PP
690
Pegasus Partners
Wisconsin
$213K +$185K +143 New
EB
691
Exchange Bank
California
$211K -$91.8K -71 -33%
VI
692
Versor Investments
New York
$211K +$184K +142 New
OCBCO
693
Oversea-Chinese Banking Corp (OCBC)
Singapore
$210K -$51.7K -40 -22%
RIM
694
Redwood Investment Management
Arizona
$209K +$174K +135 New
VFA
695
Voya Financial Advisors
Connecticut
$208K +$182K +141 New
FIM
696
Freedom Investment Management
Connecticut
$207K -$59.5K -46 -25%
CCM
697
Crew Capital Management
Ohio
$207K +$180K +139 New
SIA
698
Sage Investment Advisers
New York
$207K +$180K +139 New
GWM
699
Gibbs Wealth Management
Georgia
$204K +$177K +137 New
SB
700
Sunflower Bank
Texas
$202K -$37.5K -29 -18%
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