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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
GL
726
Graypoint LLC
New York
$292K +$257K +150 New
CHAM
727
Clear Harbor Asset Management
Connecticut
$290K – – –
WIA
728
World Investment Advisors
California
$290K +$255K +149 New
LI
729
Lafayette Investments
Maryland
$288K – – –
SFS
730
Security Financial Services
Indiana
$286K -$113K -66 -31%
CC
731
Courier Capital
New York
$286K – – –
MCWA
732
Meadow Creek Wealth Advisors
Georgia
$286K +$252K +147 New
LFAS
733
Level Four Advisory Services
Texas
$285K +$245K +143 New
AWM
734
Aprio Wealth Management
Georgia
$284K – – –
SCM
735
Shelton Capital Management
Colorado
$284K – – –
SB
736
Strategic Blueprint
Georgia
$282K -$25.7K -15 -9%
AAM
737
Aureus Asset Management
Massachusetts
$282K – – –
PTC
738
Private Trust Company
Ohio
$282K +$90.7K +53 +58%
AWA
739
Arkadios Wealth Advisors
Georgia
$282K +$248K +145 New
AC
740
Avestar Capital
New York
$274K +$241K +141 New
LWM
741
Laidlaw Wealth Management
New York
$268K +$236K +138 New
GVAG
742
Great Valley Advisor Group
Delaware
$268K -$371K -217 -61%
FIM
743
Freedom Investment Management
Connecticut
$264K -$5.13K -3 -2%
VFA
744
Voya Financial Advisors
Connecticut
$261K -$8.55K -5 -4%
AAS
745
Annex Advisory Services
Wisconsin
$260K -$49.6K -29 -18%
SAG
746
SageView Advisory Group
California
$260K -$18.8K -11 -8%
ORG
747
Optimist Retirement Group
Washington
$258K -$51.3K -30 -18%
HCM
748
Howard Capital Management
Georgia
$258K +$228K +133 New
PRS
749
Pinkerton Retirement Specialists
Idaho
$258K +$228K +133 New
ST
750
Sabal Trust
Florida
$258K +$228K +133 New
28 29
30
31 32