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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
676
Amplius Wealth Advisors
Pennsylvania
$226K -$12.9K -10 -6%
BP
677
Ballentine Partners
Massachusetts
$226K +$196K +152 New
BWM
678
Baron Wealth Management
Michigan
$225K +$195K +151 New
SN
679
Sittner & Nelson
Oregon
$223K – – –
WFA
680
WestHill Financial Advisors
California
$223K +$194K +150 New
MAWA
681
Moss Adams Wealth Advisors
Washington
$222K +$193K +149 New
CHAM
682
Clear Harbor Asset Management
Connecticut
$222K +$193K +149 New
MG
683
Meritage Group
California
$222K +$193K +149 New
LI
684
Lafayette Investments
Maryland
$220K +$191K +148 New
LA
685
Lifeworks Advisors
Michigan
$220K +$191K +148 New
CC
686
Courier Capital
New York
$219K +$190K +147 New
AWM
687
Aprio Wealth Management
Georgia
$217K -$37.5K -29 -17%
SCM
688
Shelton Capital Management
Colorado
$217K +$189K +146 New
SAG
689
SageView Advisory Group
California
$216K -$56.9K -44 -23%
AAM
690
Aureus Asset Management
Massachusetts
$216K +$187K +145 New
KWM
691
Kolinsky Wealth Management
New Jersey
$214K +$186K +144 New
PP
692
Pegasus Partners
Wisconsin
$213K +$185K +143 New
EB
693
Exchange Bank
California
$211K -$91.8K -71 -33%
VI
694
Versor Investments
New York
$211K +$184K +142 New
OCBCO
695
Oversea-Chinese Banking Corp (OCBC)
Singapore
$210K -$51.7K -40 -22%
RIM
696
Redwood Investment Management
Arizona
$209K +$174K +135 New
VFA
697
Voya Financial Advisors
Connecticut
$208K +$182K +141 New
FIM
698
Freedom Investment Management
Connecticut
$207K -$59.5K -46 -25%
CCM
699
Crew Capital Management
Ohio
$207K +$180K +139 New
SIA
700
Sage Investment Advisers
New York
$207K +$180K +139 New
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