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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
KFAS
751
Keating Financial Advisory Services
Kansas
$18.1K -$4.12K -3 -15%
HFM
752
Harvest Fund Management
China
$18K +$1.37K +1 +6%
JFGIW
753
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.1K -$27.4K -20 -56%
RFP
754
Root Financial Partners
California
$17.1K -$31.5K -23 -59%
NEWAS
755
N.E.W. Advisory Services
Wisconsin
$17.1K – – –
PP
756
PFS Partners
New Jersey
$17.1K – – –
AT
757
Avalon Trust
New Mexico
$17.1K +$21.9K +16 New
OCWP
758
Owl Creek Wealth Partners
Colorado
$17.1K +$21.9K +16 New
CAL
759
Capital Advisors Ltd
Ohio
$17K +$21.9K +16 New
ATC
760
Adirondack Trust Company
New York
$16K – – –
FHC
761
First Horizon Corporation
Tennessee
$16K +$16.5K +12 +400%
OWP
762
ORG Wealth Partners
Texas
$16K +$20.6K +15 New
GSEP
763
Golden State Equity Partners
California
$16K +$20.6K +15 New
PWMG
764
Private Wealth Management Group
New Jersey
$14.9K +$1.37K +1 +8%
SWM
765
Spire Wealth Management
Virginia
$14.4K – – –
HNB
766
Hilltop National Bank
Wyoming
$13.9K +$17.8K +13 New
WA
767
Westfuller Advisors
New York
$13.4K -$2.74K -2 -13%
KFP
768
Kerr Financial Planning
California
$13.2K – – –
ITIM
769
Indiana Trust & Investment Management
Indiana
$11.7K – – –
AS
770
Altshuler Shaham
Israel
$11.7K +$2.74K +2 +22%
WSFS
771
Wilmington Savings Fund Society
Delaware
$11.7K +$15.1K +11 New
W
772
WealthCollab
Washington
$10.7K – – –
FCAS
773
First Command Advisory Services
Texas
$10.7K +$13.7K +10 New
SMBT
774
Southern Michigan Bank & Trust
Michigan
$10.7K +$13.7K +10 New
RF
775
Rossby Financial
Florida
$10.6K +$12.3K +9 +900%
29 30
31
32 33