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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
726
Barrett & Company
Rhode Island
$25K – – –
EC
727
EntryPoint Capital
New York
$25K +$25K +20 New
MFT
728
Moisand Fitzgerald Tamayo
Florida
$23.7K – – –
SC
729
Solstein Capital
California
$22.5K – – –
BIA
730
Bell Investment Advisors
California
$22.5K +$1.25K +1 +6%
FMII
731
Farmers & Merchants Investments Inc
Nebraska
$21.2K -$1.25K -1 -6%
LCM
732
Logan Capital Management
Pennsylvania
$21.2K – – –
KWAG
733
Kiely Wealth Advisory Group
North Carolina
$20.2K – – –
AAP
734
Arax Advisory Partners
Colorado
$20K – – –
PP
735
PFS Partners
New Jersey
$20K – – –
JWA
736
JFS Wealth Advisors
Pennsylvania
$18.7K – – –
VWM
737
Venturi Wealth Management
Texas
$18.7K – – –
ATC
738
Adirondack Trust Company
New York
$18.7K – – –
GWM
739
Geneos Wealth Management
Colorado
$18.7K – – –
AF
740
Advisornet Financial
Minnesota
$17.5K +$11.3K +9 +180%
AGWCA
741
Annis Gardner Whiting Capital Advisors
Florida
$17.5K +$15K +12 +600%
HFM
742
Hartford Financial Management
Connecticut
$15K – – –
JFGIW
743
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K – – –
FFA
744
Frazier Financial Advisors
Ohio
$13.7K +$3.75K +3 +38%
TIM
745
Tortoise Investment Management
New York
$13.7K +$13.8K +11 New
TWC
746
TD Waterhouse Canada
Ontario, Canada
$13.7K – – –
W
747
WealthCollab
Washington
$12.5K – – –
CT
748
Colonial Trust
South Carolina
$11.3K +$11.3K +9 New
PWMG
749
Prestige Wealth Management Group
New Jersey
$11.2K +$1.25K +1 +13%
AWM
750
Abound Wealth Management
Tennessee
$11.2K +$2.5K +2 +29%
28 29
30
31 32