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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
726
M3 Advisory Group
Massachusetts
$371K +$2.14K +1 +0.5%
IAIM
727
International Assets Investment Management
Florida
$371K -$1.15B -538,169 -100%
BP
728
Ballentine Partners
Massachusetts
$370K +$34.2K +16 +9%
SC
729
Scotia Capital
Ontario, Canada
$368K +$395K +185 New
DWT
730
Dorsey & Whitney Trust
South Dakota
$368K -$100K -47 -20%
BFO
731
Biltmore Family Office
North Carolina
$368K +$395K +185 New
BCM
732
Brown Capital Management
Maryland
$364K -$758K -355 -66%
BWP
733
BlueStem Wealth Partners
Minnesota
$362K +$389K +182 New
SB
734
Sunflower Bank
Texas
$356K +$42.7K +20 +13%
SAW
735
Signal Advisors Wealth
Michigan
$354K -$42.7K -20 -10%
YIA
736
YHB Investment Advisors
Connecticut
$354K -$27.8K -13 -7%
AIM
737
Allen Investment Management
New York
$354K – – –
TF
738
Threadgill Financial
Texas
$354K +$380K +178 New
WIA
739
World Investment Advisors
California
$352K +$59.8K +28 +19%
GVAG
740
Great Valley Advisor Group
Delaware
$350K +$81.2K +38 +28%
LWM
741
Laidlaw Wealth Management
New York
$350K +$81.2K +38 +28%
MFG
742
Merit Financial Group
Georgia
$349K +$98.3K +46 +36%
PCM
743
Penserra Capital Management
California
$347K +$126K +59 +51%
YCG
744
Yeomans Consulting Group
Georgia
$346K -$226K -106 -38%
AWA
745
Arete Wealth Advisors
Illinois
$343K +$367K +172 New
NCFG
746
New Century Financial Group
New Jersey
$342K -$359K -168 -49%
SFG
747
SNS Financial Group
Minnesota
$338K -$2.14K -1 -0.6%
FPAS
748
Focus Partners Advisor Solutions
Missouri
$338K -$188K -88 -34%
HAS
749
HBW Advisory Services
California
$338K -$10.7K -5 -3%
OCPWS
750
One Charles Private Wealth Services
Massachusetts
$332K – – –
28 29
30
31 32