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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
726
Focus Partners Advisor Solutions
Missouri
$354K -$101K -54 -22%
SC
727
SummitTX Capital
Texas
$353K +$362K +193 New
DWT
728
Dorsey & Whitney Trust
South Dakota
$351K +$118K +63 +49%
CMF
729
Counterpoint Mutual Funds
California
$351K +$361K +192 New
AAIS
730
ABN AMRO Investment Solutions
$349K +$37.6K +20 +12%
PFW
731
Petros Family Wealth
Minnesota
$347K +$357K +190 New
VCM
732
Voleon Capital Management
California
$344K -$1.09M -582 -76%
PFS
733
Prospera Financial Services
Texas
$344K -$28.2K -15 -7%
EC
734
Eleva Capital
France
$342K +$351K +187 New
BFO
735
Biltmore Family Office
North Carolina
$338K – – –
BP
736
Ballentine Partners
Massachusetts
$336K -$16.9K -9 -5%
JF
737
Jump Financial
Illinois
$336K -$2.65M -1,409 -88%
BWP
738
BlueStem Wealth Partners
Minnesota
$333K -$1.88K -1 -0.5%
CFA
739
Capstone Financial Advisors
Illinois
$331K -$11.3K -6 -3%
TC
740
TownSquare Capital
Utah
$327K -$2.82M -1,502 -89%
QL
741
Quarry LP
New York
$327K -$295K -157 -47%
AIM
742
Allen Investment Management
New York
$325K – – –
PA
743
Pinnacle Associates
New York
$324K +$11.3K +6 +4%
PWMAG
744
Pinnacle Wealth Management Advisory Group
New Jersey
$324K +$11.3K +6 +4%
NWAG
745
Net Worth Advisory Group
Utah
$323K +$15K +8 +5%
GIM
746
Glenmede Investment Management
Pennsylvania
$322K +$330K +176 New
SB
747
Sunflower Bank
Texas
$318K -$11.3K -6 -3%
SIS
748
Strategic Investment Solutions
Illinois
$318K +$327K +174 New
SB
749
Simmons Bank
Arkansas
$314K +$323K +172 New
SCA
750
Stonebridge Capital Advisors
Minnesota
$313K – – –
28 29
30
31 32