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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
751
GSA Capital Partners
United Kingdom
$329K +$352K +165 New
WFA
752
WestHill Financial Advisors
California
$327K -$4.27K -2 -1%
I
753
InceptionR
California
$325K +$348K +163 New
PA
754
Pinnacle Associates
New York
$323K -$27.8K -13 -7%
PWMAG
755
Pinnacle Wealth Management Advisory Group
New Jersey
$323K -$2.14K -1 -0.6%
AC
756
Aristeia Capital
Connecticut
$323K +$346K +162 New
IWM
757
IHT Wealth Management
Illinois
$321K -$83.3K -39 -20%
ONB
758
Old National Bancorp
Indiana
$321K -$346K -162 -50%
MMPW
759
Mitchell McLeod Pugh & Williams
Alabama
$319K -$160K -75 -32%
LA
760
Lifeworks Advisors
Michigan
$317K +$59.8K +28 +21%
MAWA
761
Moss Adams Wealth Advisors
Washington
$315K +$6.41K +3 +2%
FC
762
Farringdon Capital
United Kingdom
$315K +$337K +158 New
AWM
763
Axxcess Wealth Management
California
$313K -$720K -337 -68%
BTI
764
Blue Trust Inc
Georgia
$313K -$434K -203 -56%
SIA
765
SeaBridge Investment Advisors
New Jersey
$311K – – –
AFG
766
ABLE Financial Group
Arizona
$309K – – –
GL
767
Graypoint LLC
New York
$309K +$10.7K +5 +3%
PWG
768
Portside Wealth Group
Utah
$307K -$182K -85 -36%
QI
769
Qtron Investments
Massachusetts
$305K -$211K -99 -39%
SHGA
770
Sand Hill Global Advisors
California
$305K – – –
SFS
771
Security Financial Services
Indiana
$303K +$10.7K +5 +3%
BWM
772
Baron Wealth Management
Michigan
$301K – – –
SN
773
Sittner & Nelson
Oregon
$301K +$2.14K +1 +0.7%
CCP
774
Clarkston Capital Partners
Michigan
$299K -$320K -150 -50%
MOS
775
MGO One Seven
Ohio
$299K -$66.2K -31 -17%
29 30
31
32 33