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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
726
CM Wealth Advisors
Ohio
$316K +$322K +187 New
ZIM
727
Zacks Investment Management
Illinois
$314K +$320K +186 New
SCA
728
Summit Creek Advisors
Minnesota
$313K -$86.1K -50 -21%
BFO
729
Biltmore Family Office
North Carolina
$313K – – –
DDC
730
DF Dent & Co
Maryland
$309K – – –
BWP
731
BlueStem Wealth Partners
Minnesota
$308K +$1.72K +1 +0.6%
EH
732
Equitable Holdings
New York
$304K -$68.9K -40 -18%
HIM
733
Harbour Investment Management
Washington
$304K -$34.4K -20 -10%
HAG
734
HighPoint Advisor Group
Illinois
$304K +$34.4K +20 +13%
CCA
735
Conestoga Capital Advisors
Pennsylvania
$301K -$157K -91 -34%
ACP
736
Argyle Capital Partners
California
$301K -$55.1K -32 -15%
AIM
737
Allen Investment Management
New York
$301K – – –
CFA
738
Capstone Financial Advisors
Illinois
$294K – – –
RBI
739
Raiffeisen Bank International
Austria
$293K – – –
PA
740
Pinnacle Associates
New York
$291K +$13.8K +8 +5%
PWMAG
741
Pinnacle Wealth Management Advisory Group
New Jersey
$291K +$13.8K +8 +5%
SFG
742
SNS Financial Group
Minnesota
$284K +$3.44K +2 +1%
SAM
743
Secure Asset Management
Michigan
$281K -$15.5K -9 -5%
IIL
744
Insight Inv LLC
California
$277K – – –
WFA
745
WestHill Financial Advisors
California
$277K – – –
SWP
746
Sagespring Wealth Partners
Tennessee
$277K +$282K +164 New
MAWA
747
Moss Adams Wealth Advisors
Washington
$276K +$10.3K +6 +4%
IAIM
748
International Assets Investment Management
Florida
$274K -$62K -36 -18%
HWAM
749
Hennion & Walsh Asset Management
New Jersey
$272K -$873K -507 -76%
MW
750
MBL Wealth
North Carolina
$267K +$272K +158 New
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