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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
751
HBW Advisory Services
California
$311K -$16.9K -9 -5%
TF
752
Threadgill Financial
Texas
$307K – – –
MAG
753
M3 Advisory Group
Massachusetts
$306K -$30K -16 -9%
SFG
754
SNS Financial Group
Minnesota
$305K – – –
HAG
755
HighPoint Advisor Group
Illinois
$305K -$3.07M -1,634 -91%
MCM
756
Manchester Capital Management
Vermont
$303K -$7.51K -4 -2%
IIL
757
Insight Inv LLC
California
$303K – – –
BOM
758
Bank of Marin
California
$302K +$310K +165 New
WFA
759
WestHill Financial Advisors
California
$300K – – –
G
760
GenTrust
Florida
$298K -$58.2K -31 -16%
AWAU
761
Alliance Wealth Advisors (Utah)
Utah
$298K +$306K +163 New
AWM
762
Axxcess Wealth Management
California
$296K -$50.7K -27 -14%
ORG
763
Optimist Retirement Group
Washington
$296K +$7.51K +4 +3%
PF
764
Phoenix Financial
Israel
$294K +$67.6K +36 +29%
AO
765
Advisor OS
Illinois
$289K -$103K -55 -26%
RBI
766
Raiffeisen Bank International
Austria
$288K +$1.88K +1 +0.7%
CTC
767
Central Trust Company
Missouri
$283K -$60.1K -32 -17%
MMPW
768
Mitchell McLeod Pugh & Williams
Alabama
$283K -$11.3K -6 -4%
AFG
769
ABLE Financial Group
Arizona
$283K – – –
FHA
770
First Horizon Advisors
Tennessee
$283K +$199K +106 +216%
WIA
771
World Investment Advisors
California
$282K -$7.51K -4 -3%
MAWA
772
Moss Adams Wealth Advisors
Washington
$280K -$18.8K -10 -6%
CCA
773
Checchi Capital Advisers
California
$280K -$50.7K -27 -15%
QI
774
Qtron Investments
Massachusetts
$280K – – –
TYCC
775
Texas Yale Capital Corp
Florida
$278K +$285K +152 New
29 30
31
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