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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
751
CVA Family Office
Colorado
$11.2K – – –
KFS
752
Kelly Financial Services
Massachusetts
$11.2K – – –
CCA
753
Catalyst Capital Advisors
New York
$10K – – –
CA
754
Clearstead Advisors
Ohio
$9.33K +$6.25K +5 +250%
PWMG
755
Private Wealth Management Group
New Jersey
$8.75K – – –
GI
756
Gradient Investments
Minnesota
$7.5K -$3.75K -3 -33%
DPW
757
DiNuzzo Private Wealth
Pennsylvania
$7.5K – – –
IBOK
758
Independence Bank of Kentucky
Kentucky
$7.5K – – –
RG
759
Retirement Group
California
$7.5K +$1.25K +1 +20%
RIL
760
Rothschild Investment LLC
Illinois
$7.5K +$1.25K +1 +20%
CA
761
Crewe Advisors
Utah
$7.5K +$7.5K +6 New
AW
762
Avion Wealth
Texas
$7K – – –
SIC
763
SJS Investment Consulting
Ohio
$6.25K – – –
WCM
764
Westend Capital Management
California
$6.25K +$6.25K +5 New
CPG
765
Cornerstone Planning Group
New Jersey
$5.97K +$2.5K +2 +67%
FMP
766
Financial Management Professionals
Texas
$5K +$1.25K +1 +33%
BGAI
767
Bruce G. Allen Investments
Colorado
$5K -$3.75K -3 -43%
VCM
768
Versant Capital Management
Arizona
$5K – – –
BCMLT
769
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K +$5K +4 New
IFAM
770
Institutional & Family Asset Management
Colorado
$5K +$5K +4 New
AS
771
Altshuler Shaham
Israel
$3.75K -$70K -56 -95%
VAG
772
VisionPoint Advisory Group
Texas
$3.75K – – –
PI
773
PEAK6 Investments
Illinois
$3.41K +$3.75K +3 New
BAM
774
Bellevue Asset Management
Washington
$2.5K +$2.5K +2 New
DF
775
Dunhill Financial
United Kingdom
$2.38K – – –
29 30
31
32 33