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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
701
Anchor Investment Management
South Carolina
$11.6K – – –
GI
702
Gradient Investments
Minnesota
$10.5K – – –
KFS
703
Kelly Financial Services
Massachusetts
$10.5K – – –
CFO
704
CVA Family Office
Colorado
$10.5K +$9.06K +9 New
PWMG
705
Prestige Wealth Management Group
New Jersey
$9.31K +$1.01K +1 +14%
FFA
706
Frazier Financial Advisors
Ohio
$9.31K +$8.05K +8 New
CCA
707
Catalyst Capital Advisors
New York
$9.31K -$7.04K -7 -47%
AWM
708
Abound Wealth Management
Tennessee
$8.15K – – –
PWMG
709
Private Wealth Management Group
New Jersey
$8.15K +$7.04K +7 New
LFG
710
Larson Financial Group
Missouri
$8.15K – – –
BGAI
711
Bruce G. Allen Investments
Colorado
$8.15K +$7.04K +7 New
TWC
712
TD Waterhouse Canada
Ontario, Canada
$7.07K +$1.01K +1 +20%
DPW
713
DiNuzzo Private Wealth
Pennsylvania
$6.99K +$6.04K +6 New
TCA
714
Trifecta Capital Advisors
Illinois
$6.99K +$6.04K +6 New
IBOK
715
Independence Bank of Kentucky
Kentucky
$6.98K – – –
CIA
716
Cape Investment Advisory
Georgia
$6.98K +$6.04K +6 New
AW
717
Avion Wealth
Texas
$6K +$4.03K +4 +400%
SAM
718
Smartleaf Asset Management
Massachusetts
$5.84K +$5.03K +5 New
SIC
719
SJS Investment Consulting
Ohio
$5.82K -$1.01K -1 -17%
RG
720
Retirement Group
California
$5.82K – – –
ZB
721
Zions Bancorporation
Utah
$5.82K – – –
AF
722
Advisornet Financial
Minnesota
$5.82K +$1.01K +1 +25%
RIL
723
Rothschild Investment LLC
Illinois
$5.82K +$5.03K +5 New
WPA
724
West Paces Advisors
Georgia
$5.82K +$5.03K +5 New
LF
725
Lee Financial
Texas
$4.66K – – –
27 28
29
30 31