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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
NWAG
726
Net Worth Advisory Group
Utah
$312K -$83.3K -45 -21%
SCM
727
SCS Capital Management
Massachusetts
$312K +$313K +169 New
TF
728
Threadgill Financial
Texas
$310K -$18.5K -10 -6%
SFG
729
SNS Financial Group
Minnesota
$308K -$5.56K -3 -2%
IIL
730
Insight Inv LLC
California
$306K +$51.9K +28 +20%
IC
731
Iconiq Capital
California
$304K +$75.9K +41 +33%
MG
732
Mather Group
Illinois
$304K +$79.6K +43 +35%
LCM
733
Laurion Capital Management
New York
$304K +$306K +165 New
MFGM
734
Marshall Financial Group (Maryland)
Maryland
$302K -$53.7K -29 -15%
WFA
735
WestHill Financial Advisors
California
$302K – – –
PWM
736
Perigon Wealth Management
California
$302K +$63K +34 +26%
MAWA
737
Moss Adams Wealth Advisors
Washington
$301K +$9.26K +5 +3%
SWP
738
Sagespring Wealth Partners
Tennessee
$301K +$51.9K +28 +21%
MMPW
739
Mitchell McLeod Pugh & Williams
Alabama
$297K +$1.85K +1 +0.6%
OAM
740
Occidental Asset Management
California
$297K +$298K +161 New
TPI
741
Trust Point Inc
Wisconsin
$293K -$61.1K -33 -17%
WIA
742
World Investment Advisors
California
$291K -$35.2K -19 -11%
ORG
743
Optimist Retirement Group
Washington
$291K +$63K +34 +27%
AWA
744
Arete Wealth Advisors
Illinois
$288K -$29.6K -16 -9%
BTI
745
Blue Trust Inc
Georgia
$288K -$1.85K -1 -0.6%
SIA
746
SeaBridge Investment Advisors
New Jersey
$288K – – –
AFG
747
ABLE Financial Group
Arizona
$286K – – –
IWM
748
IHT Wealth Management
Illinois
$286K -$11.1K -6 -4%
QI
749
Qtron Investments
Massachusetts
$282K – – –
SN
750
Sittner & Nelson
Oregon
$278K – – –
28 29
30
31 32