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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
GKFF
701
George Kaiser Family Foundation
Oklahoma
$367K – – –
SFS
702
Sowell Financial Services
Arkansas
$355K -$1.72K -1 -0.5%
WAM
703
Wakefield Asset Management
Colorado
$353K – – –
ACA
704
Aptus Capital Advisors
Alabama
$352K +$10.3K +6 +3%
CFG
705
Citizens Financial Group
Rhode Island
$352K +$67.1K +39 +23%
LA
706
LBP AM
France
$350K – – –
CAM
707
Claret Asset Management
Quebec, Canada
$346K – – –
LSA
708
Leonteq Securities AG
Switzerland
$345K -$888K -516 -72%
PMAM
709
Picton Mahoney Asset Management
Ontario, Canada
$342K +$348K +202 New
MAM
710
McLean Asset Management
Virginia
$341K +$5.16K +3 +1%
IIM
711
INTECH Investment Management
Florida
$338K -$3.36M -1,952 -91%
ITFISA
712
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$338K -$344K -200 -50%
KPWS
713
Kestra Private Wealth Services
Texas
$338K -$219K -127 -39%
CCM
714
Conway Capital Management
California
$338K – – –
ODFS
715
O'Donnell Financial Services
California
$338K – – –
GA
716
GFS Advisors
Texas
$338K +$344K +200 New
OAM
717
Occidental Asset Management
California
$333K +$62K +36 +22%
TYCC
718
Texas Yale Capital Corp
Florida
$333K +$77.5K +45 +30%
ES
719
Eagle Strategies
New York
$331K +$3.44K +2 +1%
CWP
720
Curated Wealth Partners
California
$328K +$334K +194 New
VFA
721
Valeo Financial Advisors
Indiana
$328K +$334K +194 New
BWM
722
Baron Wealth Management
Michigan
$325K +$331K +192 New
AO
723
Advisor OS
Illinois
$323K +$74K +43 +29%
AWM
724
Angeles Wealth Management
California
$321K +$327K +190 New
CFM
725
Catalyst Funds Management
Australia
$321K +$327K +190 New
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