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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
751
Kerr Financial Planning
California
$15.5K – – –
HNB
752
Hilltop National Bank
Wyoming
$15.5K – – –
SWM
753
SHP Wealth Management
Massachusetts
$15.5K +$6.72K +6 +86%
CA
754
Continuum Advisory
Idaho
$15.5K +$14.6K +13 New
SWM
755
Spire Wealth Management
Virginia
$14.9K -$1.12K -1 -7%
OCWP
756
Owl Creek Wealth Partners
Colorado
$13.1K -$5.6K -5 -31%
ITIM
757
Indiana Trust & Investment Management
Indiana
$13.1K – – –
EFMH
758
E Fund Management (HK)
Hong Kong
$13.1K +$8.96K +8 +267%
S
759
Sachetta
Massachusetts
$13.1K +$10.1K +9 +450%
PWA
760
Physician Wealth Advisors
Utah
$13.1K +$12.3K +11 New
WA
761
Westfuller Advisors
New York
$12.6K -$2.24K -2 -15%
SMBT
762
Southern Michigan Bank & Trust
Michigan
$11.9K – – –
W
763
WealthCollab
Washington
$11.9K – – –
ECM
764
Estabrook Capital Management
New York
$11.9K +$4.48K +4 +67%
C
765
Covestor
United Kingdom
$11K +$3.36K +3 +50%
AS
766
Altshuler Shaham
Israel
$10.8K -$2.24K -2 -18%
EWM
767
Evolution Wealth Management
Florida
$10.8K – – –
SC
768
Solstein Capital
California
$10.8K – – –
WFG
769
Wormser Freres Gestion
France
$10.8K +$10.1K +9 New
BWL
770
Bogart Wealth LLC
Virginia
$10.3K +$3.36K +3 +50%
CPG
771
Cornerstone Planning Group
New Jersey
$9.77K -$1.12K -1 -11%
TWD
772
True Wealth Design
Ohio
$9.56K +$4.48K +4 +100%
APFP
773
Action Point Financial Planning
Michigan
$9.56K +$8.96K +8 New
TFA
774
Transamerica Financial Advisors
Florida
$9.56K +$4.48K +4 +100%
PWMG
775
Prestige Wealth Management Group
New Jersey
$8.36K – – –
29 30
31
32 33