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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
ZBNA
701
Zions Bancorporation, National Association
Utah
$349K +$350K +189 New
CTC
702
Central Trust Company
Missouri
$345K -$11.1K -6 -3%
CFA
703
Capstone Financial Advisors
Illinois
$345K – – –
SAW
704
Signal Advisors Wealth
Michigan
$345K +$16.7K +9 +5%
BFO
705
Biltmore Family Office
North Carolina
$341K – – –
OAS
706
Optivise Advisory Services
Tennessee
$338K +$341K +184 New
MAG
707
M3 Advisory Group
Massachusetts
$338K -$5.56K -3 -2%
BCM
708
Brown Capital Management
Maryland
$337K – – –
BWP
709
BlueStem Wealth Partners
Minnesota
$337K +$1.85K +1 +0.5%
KPWS
710
Kestra Private Wealth Services
Texas
$332K -$220K -119 -40%
SB
711
Sunflower Bank
Texas
$332K +$1.85K +1 +0.6%
CCA
712
Checchi Capital Advisers
California
$332K +$75.9K +41 +29%
HAS
713
HBW Advisory Services
California
$330K +$16.7K +9 +5%
HKIMG
714
Hutchens & Kramer Investment Management Group
Indiana
$328K -$22.2K -12 -6%
AIM
715
Allen Investment Management
New York
$328K – – –
GT
716
Glenmede Trust
Pennsylvania
$328K +$75.9K +41 +30%
AAIS
717
ABN AMRO Investment Solutions
$315K -$88.9K -48 -22%
SCA
718
Stonebridge Capital Advisors
Minnesota
$315K -$46.3K -25 -13%
PA
719
Pinnacle Associates
New York
$315K +$16.7K +9 +6%
PWMAG
720
Pinnacle Wealth Management Advisory Group
New Jersey
$315K +$16.7K +9 +6%
PWG
721
Portside Wealth Group
Utah
$315K +$31.5K +17 +11%
SFS
722
Security Financial Services
Indiana
$315K +$35.2K +19 +13%
MCM
723
Manchester Capital Management
Vermont
$314K +$48.1K +26 +18%
LWM
724
Laidlaw Wealth Management
New York
$314K -$11.1K -6 -3%
MPM
725
MBB Public Markets
Illinois
$314K +$315K +170 New
27 28
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