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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
RBI
751
Raiffeisen Bank International
Austria
$277K +$20.4K +11 +8%
OCPWS
752
One Charles Private Wealth Services
Massachusetts
$277K -$31.5K -17 -10%
SHGA
753
Sand Hill Global Advisors
California
$277K -$5.56K -3 -2%
CCP
754
Clarkston Capital Partners
Michigan
$277K – – –
CHAM
755
Clear Harbor Asset Management
Connecticut
$275K – – –
GKFF
756
George Kaiser Family Foundation
Oklahoma
$275K +$276K +149 New
BWM
757
Baron Wealth Management
Michigan
$273K -$5.56K -3 -2%
AWA
758
Amplius Wealth Advisors
Pennsylvania
$273K -$3.7K -2 -1%
AWM
759
Aprio Wealth Management
Georgia
$271K – – –
SQA
760
Simon Quick Advisors
New Jersey
$271K +$51.9K +28 +24%
CAMG
761
CWA Asset Management Group
Florida
$267K +$35.2K +19 +15%
EFG
762
Elm3 Financial Group
Georgia
$267K +$269K +145 New
BRWA
763
B. Riley Wealth Advisors
Florida
$267K +$68.5K +37 +34%
GL
764
Graypoint LLC
New York
$264K -$22.2K -12 -8%
VFA
765
Valeo Financial Advisors
Indiana
$262K +$11.1K +6 +4%
GI
766
GAMMA Investing
California
$258K +$92.6K +50 +56%
NP
767
NorthRock Partners
Minnesota
$256K +$257K +139 New
SCM
768
Shelton Capital Management
Colorado
$254K – – –
FRA
769
Frank Rimerman Advisors
California
$254K +$63K +34 +33%
LS
770
Livforsakringsbolaget Skandia
Sweden
$250K – – –
GVAG
771
Great Valley Advisor Group
Delaware
$249K -$75.9K -41 -23%
AAS
772
Annex Advisory Services
Wisconsin
$247K – – –
GWM
773
Gibbs Wealth Management
Georgia
$245K -$18.5K -10 -7%
ST
774
Sabal Trust
Florida
$245K – – –
PFBT
775
Parkside Financial Bank & Trust
Missouri
$243K +$150K +81 +159%
29 30
31
32 33