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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
751
Aprio Wealth Management
Georgia
$218K -$4.51K -3 -2%
SA
752
Sonoma Allocations
California
$217K +$202K +134 New
AWAU
753
Alliance Wealth Advisors (Utah)
Utah
$217K -$27.1K -18 -11%
OL
754
Optas LLC
Texas
$216K +$217K +144 New
PWPS
755
Pinnacle Wealth Planning Services
Ohio
$216K +$30.1K +20 +16%
CTC
756
Central Trust Company
Missouri
$214K -$18K -12 -8%
BTI
757
Blue Trust Inc
Georgia
$214K -$7.52K -5 -3%
PFBT
758
Parkside Financial Bank & Trust
Missouri
$214K +$12K +8 +6%
OC
759
Oarsman Capital
Wisconsin
$214K +$13.5K +9 +7%
IWM
760
IHT Wealth Management
Illinois
$214K -$1.5K -1 -0.7%
AI
761
Axiom Investors
Connecticut
$213K – – –
ZBNA
762
Zions Bancorporation, National Association
Utah
$210K -$7.52K -5 -3%
BEAM
763
Baker Ellis Asset Management
Washington
$208K +$209K +139 New
CAMG
764
CWA Asset Management Group
Florida
$207K -$16.5K -11 -7%
LFAS
765
Level Four Advisory Services
Texas
$207K -$7.52K -5 -3%
HCM
766
Howard Capital Management
Georgia
$207K – – –
FDP
767
Financiere des Professionnels
Quebec, Canada
$205K – – –
GKIM
768
GW&K Investment Management
Massachusetts
$204K +$9.02K +6 +5%
LS
769
Livforsakringsbolaget Skandia
Sweden
$204K – – –
SCM
770
Shelton Capital Management
Colorado
$202K – – –
IA
771
IFP Advisors
Florida
$201K -$138K -92 -41%
AAS
772
Annex Advisory Services
Wisconsin
$201K – – –
PCM
773
Penserra Capital Management
California
$198K +$1.5K +1 +0.8%
SAM
774
Smartleaf Asset Management
Massachusetts
$186K +$48.1K +32 +36%
UB
775
UMB Bank
Missouri
$183K +$27.1K +18 +17%
29 30
31
32 33