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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
726
TD Private Client Wealth
New York
$26.3K -$24.6K -22 -50%
BONH
727
Bank of New Hampshire
New Hampshire
$23.9K – – –
BC
728
Barrett & Company
Rhode Island
$23.9K – – –
CT
729
Colonial Trust
South Carolina
$23K +$1.12K +1 +5%
MFT
730
Moisand Fitzgerald Tamayo
Florida
$22.7K – – –
FMII
731
Farmers & Merchants Investments Inc
Nebraska
$20.3K -$5.6K -5 -23%
LCM
732
Logan Capital Management
Pennsylvania
$20.3K +$19K +17 New
BIA
733
Bell Investment Advisors
California
$19.1K -$3.36K -3 -16%
JWA
734
JFS Wealth Advisors
Pennsylvania
$19.1K -$1.12K -1 -6%
AT
735
Avalon Trust
New Mexico
$19.1K – – –
PP
736
PFS Partners
New Jersey
$19.1K – – –
CA
737
CoreCap Advisors
Michigan
$19.1K -$1.12K -1 -6%
NEWAS
738
N.E.W. Advisory Services
Wisconsin
$19.1K – – –
HFM
739
Harvest Fund Management
China
$19K -$1.12K -1 -6%
CFO
740
CVA Family Office
Colorado
$17.9K -$16.8K -15 -50%
CSC
741
Caldwell Sutter Capital
California
$17.9K -$5.6K -5 -25%
ATC
742
Adirondack Trust Company
New York
$17.9K – – –
SL
743
Salomon & Ludwin
Virginia
$16.9K -$3.36K -3 -18%
JFGIW
744
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.7K -$2.24K -2 -13%
PWMG
745
Private Wealth Management Group
New Jersey
$16.7K – – –
KFP
746
Kerr Financial Planning
California
$15.5K – – –
HNB
747
Hilltop National Bank
Wyoming
$15.5K – – –
SWM
748
SHP Wealth Management
Massachusetts
$15.5K +$6.72K +6 +86%
CA
749
Continuum Advisory
Idaho
$15.5K +$14.6K +13 New
SWM
750
Spire Wealth Management
Virginia
$14.9K -$1.12K -1 -7%
28 29
30
31 32