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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
701
Impact Capital Partners
Colorado
$428K +$459K +215 New
NWAG
702
Net Worth Advisory Group
Utah
$426K +$2.14K +1 +0.5%
HIM
703
Harbour Investment Management
Washington
$418K – – –
MAM
704
McLean Asset Management
Virginia
$418K +$4.27K +2 +1%
ORI
705
Oak Ridge Investments
Illinois
$414K -$2.14K -1 -0.5%
GEM
706
Global Endowment Management
North Carolina
$412K -$190K -89 -30%
AAM
707
Advisors Asset Management
Colorado
$406K +$194K +91 +81%
LCGC
708
Legacy Capital Group California
California
$404K -$111K -52 -20%
UB
709
UMB Bank
Missouri
$402K – – –
FC
710
FORA Capital
Florida
$400K +$429K +201 New
ODFS
711
O'Donnell Financial Services
California
$399K – – –
PAM
712
Palisade Asset Management
Minnesota
$398K – – –
EWM
713
Empirical Wealth Management
Washington
$394K +$423K +198 New
AIM
714
Acropolis Investment Management
Missouri
$392K – – –
SCA
715
Stonebridge Capital Advisors
Minnesota
$390K +$2.14K +1 +0.5%
JSC
716
Jackson Square Capital
California
$388K +$417K +195 New
G
717
GenTrust
Florida
$386K – – –
ES
718
Eagle Strategies
New York
$386K – – –
EFSCE
719
Enterprise Financial Services Corp (EFSC)
Missouri
$386K -$4.27K -2 -1%
CTC
720
Central Trust Company
Missouri
$384K -$23.5K -11 -5%
MFGM
721
Marshall Financial Group (Maryland)
Maryland
$384K +$53.4K +25 +15%
TPI
722
Trust Point Inc
Wisconsin
$382K +$55.5K +26 +16%
HKIMG
723
Hutchens & Kramer Investment Management Group
Indiana
$378K -$32K -15 -7%
CFA
724
Capstone Financial Advisors
Illinois
$372K -$2.14K -1 -0.5%
PFS
725
Prospera Financial Services
Texas
$372K +$399K +187 New
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