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Fair Isaac

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
701
Gibbs Wealth Management
Georgia
$330K +$56.5K +33 +24%
MFGM
702
Marshall Financial Group (Maryland)
Maryland
$327K -$1.71K -1 -0.6%
OCPWS
703
One Charles Private Wealth Services
Massachusetts
$325K – – –
TPI
704
Trust Point Inc
Wisconsin
$323K -$18.8K -11 -6%
WFA
705
WestHill Financial Advisors
California
$323K +$27.4K +16 +11%
NWMG
706
National Wealth Management Group
Ohio
$323K +$284K +166 New
Teacher Retirement System of Texas
707
Teacher Retirement System of Texas
Texas
$321K -$12.8M -7,453 -98%
PWMAG
708
Pinnacle Wealth Management Advisory Group
New Jersey
$317K +$1.71K +1 +0.6%
STA
709
Summit Trail Advisors
New York
$315K -$49.6K -29 -15%
UW
710
Unique Wealth
Florida
$315K -$8.55K -5 -3%
CAG
711
Csenge Advisory Group
Florida
$315K -$56.5K -33 -18%
KWM
712
Kolinsky Wealth Management
New Jersey
$311K +$27.4K +16 +11%
SB
713
Sunflower Bank
Texas
$309K +$39.4K +23 +17%
VT
714
Vise Technologies
New York
$305K +$269K +157 New
SIA
715
SeaBridge Investment Advisors
New Jersey
$303K – – –
FL
716
Fort LP
Maryland
$303K -$108K -63 -29%
CC
717
Centiva Capital
New York
$303K +$267K +156 New
MAWA
718
Moss Adams Wealth Advisors
Washington
$301K +$10.3K +6 +4%
RWM
719
Revisor Wealth Management
Ohio
$301K -$49.6K -29 -16%
AFG
720
ABLE Financial Group
Arizona
$301K – – –
ZB
721
Zions Bancorporation
Utah
$299K -$15.4K -9 -6%
SHGA
722
Sand Hill Global Advisors
California
$297K +$262K +153 New
AWA
723
Amplius Wealth Advisors
Pennsylvania
$295K – – –
BWM
724
Baron Wealth Management
Michigan
$293K – – –
SN
725
Sittner & Nelson
Oregon
$292K – – –