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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
OCWP
751
Owl Creek Wealth Partners
Colorado
$13.1K -$5.6K -5 -31%
ITIM
752
Indiana Trust & Investment Management
Indiana
$13.1K – – –
EFMH
753
E Fund Management (HK)
Hong Kong
$13.1K +$8.96K +8 +267%
S
754
Sachetta
Massachusetts
$13.1K +$10.1K +9 +450%
PWA
755
Physician Wealth Advisors
Utah
$13.1K +$12.3K +11 New
WA
756
Westfuller Advisors
New York
$12.6K -$2.24K -2 -15%
SMBT
757
Southern Michigan Bank & Trust
Michigan
$11.9K – – –
W
758
WealthCollab
Washington
$11.9K – – –
ECM
759
Estabrook Capital Management
New York
$11.9K +$4.48K +4 +67%
C
760
Covestor
United Kingdom
$11K +$3.36K +3 +50%
AS
761
Altshuler Shaham
Israel
$10.8K -$2.24K -2 -18%
EWM
762
Evolution Wealth Management
Florida
$10.8K – – –
SC
763
Solstein Capital
California
$10.8K – – –
WFG
764
Wormser Freres Gestion
France
$10.8K +$10.1K +9 New
BWL
765
Bogart Wealth LLC
Virginia
$10.3K +$3.36K +3 +50%
CPG
766
Cornerstone Planning Group
New Jersey
$9.77K -$1.12K -1 -11%
TWD
767
True Wealth Design
Ohio
$9.56K +$4.48K +4 +100%
APFP
768
Action Point Financial Planning
Michigan
$9.56K +$8.96K +8 New
TFA
769
Transamerica Financial Advisors
Florida
$9.56K +$4.48K +4 +100%
PWMG
770
Prestige Wealth Management Group
New Jersey
$8.36K – – –
BFP
771
Birchwood Financial Partners
Minnesota
$8.36K -$1.12K -1 -13%
AW
772
Avion Wealth
Texas
$8K – – –
MWPCG
773
Measured Wealth Private Client Group
New Hampshire
$7.8K – – –
CWM
774
Cranbrook Wealth Management
Michigan
$7.17K – – –
GIA
775
GHP Investment Advisors
Colorado
$7.17K – – –
29 30
31
32 33