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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
751
Valeo Financial Advisors
Indiana
$257K +$226K +132 New
LA
752
Lifeworks Advisors
Michigan
$254K -$29.1K -17 -11%
EB
753
Exchange Bank
California
$253K -$20.5K -12 -8%
GT
754
Glenmede Trust
Pennsylvania
$253K +$222K +130 New
MFG
755
Merit Financial Group
Georgia
$251K -$51.3K -30 -19%
LCM
756
Lazari Capital Management
California
$251K +$221K +129 New
LSPW
757
Lake Street Private Wealth
Illinois
$249K +$219K +128 New
CAMG
758
CWA Asset Management Group
Florida
$245K +$216K +126 New
MA
759
Mutual Advisors
Nebraska
$243K +$209K +122 New
RA
760
RFG Advisory
Alabama
$241K +$212K +124 New
BAAM
761
Baker Avenue Asset Management
California
$239K +$210K +123 New
GCM
762
Gallacher Capital Management
Colorado
$237K -$22.2K -13 -10%
CIA
763
Choate Investment Advisors
Massachusetts
$237K +$209K +122 New
MG
764
Marex Group
$235K +$207K +121 New
PWM
765
Perigon Wealth Management
California
$233K +$205K +120 New
SOW
766
State of Wyoming
Wyoming
$233K -$90.7K -53 -31%
TCM
767
Tributary Capital Management
Nebraska
$233K +$205K +120 New
BCV
768
Banque Cantonale Vaudoise
Switzerland
$233K -$732K -428 -78%
HI
769
Harbour Investments
Wisconsin
$231K – – –
KI
770
Kapitalo Investimentos
Brazil
$229K +$202K +118 New
PP
771
PDS Planning
Ohio
$229K +$202K +118 New
BBW
772
Blue Barn Wealth
Utah
$227K +$200K +117 New
MG
773
Mather Group
Illinois
$225K +$54.8K +32 +38%
PCS
774
Personal CFO Solutions
New Jersey
$225K +$198K +116 New
PCM
775
Penserra Capital Management
California
$224K +$1.71K +1 +0.9%
29 30
31
32 33