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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
W
776
WealthCollab
Washington
$16.4K +$1.29K +1 +10%
AF
777
Advisornet Financial
Minnesota
$16.4K -$3.88K -3 -21%
RIL
778
Rothschild Investment LLC
Illinois
$16.4K +$6.46K +5 +83%
CT
779
Colonial Trust
South Carolina
$15.2K +$1.29K +1 +11%
JSAM
780
J. Safra Asset Management
New York
$14.9K -$37.5K -29 -74%
TFIPS
781
Towarzystwo Funduszy Inwestycyjnych PZU SA
$14.9K -$25.8K -20 -67%
DF
782
Dunhill Financial
United Kingdom
$13.9K +$9.05K +7 +350%
KFS
783
Kelly Financial Services
Massachusetts
$13.4K – – –
PWMG
784
Prestige Wealth Management Group
New Jersey
$13.4K – – –
WB
785
Webster Bank
Connecticut
$13.4K +$11.6K +9 New
CCA
786
Catalyst Capital Advisors
New York
$11.9K – – –
DPW
787
DiNuzzo Private Wealth
Pennsylvania
$10.4K +$1.29K +1 +17%
AWM
788
Abound Wealth Management
Tennessee
$8.93K -$3.88K -3 -33%
GI
789
Gradient Investments
Minnesota
$8.93K – – –
IBOK
790
Independence Bank of Kentucky
Kentucky
$8.93K – – –
OWA
791
Opal Wealth Advisors
New York
$8.93K +$7.75K +6 New
PMFA
792
Plante Moran Financial Advisors
Michigan
$8.93K +$7.75K +6 New
SSB
793
Sandy Spring Bank
Maryland
$8.93K +$7.75K +6 New
AWM
794
Avior Wealth Management
Nebraska
$8.93K -$73.7K -57 -90%
WCM
795
Westend Capital Management
California
$7.48K – – –
SIC
796
SJS Investment Consulting
Ohio
$7.44K – – –
FCA
797
FinTrust Capital Advisors
South Carolina
$7.44K +$6.46K +5 New
IFAM
798
Institutional & Family Asset Management
Colorado
$7.44K +$1.29K +1 +25%
AW
799
Avion Wealth
Texas
$7K – – –
S
800
Sachetta
Massachusetts
$6.35K +$2.58K +2 +100%
30 31
32
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