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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
776
Amplius Wealth Advisors
Pennsylvania
$299K -$4.27K -2 -1%
RS
777
R Squared
Hong Kong
$299K +$320K +150 New
CHAM
778
Clear Harbor Asset Management
Connecticut
$297K – – –
AWM
779
Aprio Wealth Management
Georgia
$293K +$2.14K +1 +0.7%
MCM
780
Manchester Capital Management
Vermont
$287K -$150K -70 -33%
QIM
781
Quantitative Investment Management
Virginia
$286K +$308K +144 New
GWM
782
Gibbs Wealth Management
Georgia
$285K -$57.7K -27 -16%
RBI
783
Raiffeisen Bank International
Austria
$282K +$299K +140 New
AT
784
American Trust
Kentucky
$281K +$79K +37 +36%
PTC
785
Private Trust Company
Ohio
$279K -$10.7K -5 -3%
NG
786
Novem Group
New York
$279K +$299K +140 New
CCA
787
Checchi Capital Advisers
California
$277K -$280K -131 -49%
CA
788
Clearstead Advisors
Ohio
$275K -$399K -187 -58%
SCM
789
Shelton Capital Management
Colorado
$275K -$17.1K -8 -5%
IIL
790
Insight Inv LLC
California
$275K +$295K +138 New
AC
791
Avestar Capital
New York
$273K -$8.54K -4 -3%
SGAM
792
Smith Group Asset Management
Texas
$273K +$293K +137 New
GT
793
Glenmede Trust
Pennsylvania
$273K +$15K +7 +5%
VFA
794
Voya Financial Advisors
Connecticut
$272K -$2.14K -1 -0.7%
VFA
795
Valeo Financial Advisors
Indiana
$271K +$8.54K +4 +3%
LS
796
Livforsakringsbolaget Skandia
Sweden
$271K -$214K -100 -42%
SWP
797
Sagespring Wealth Partners
Tennessee
$269K +$288K +135 New
AAS
798
Annex Advisory Services
Wisconsin
$267K – – –
FIM
799
Freedom Investment Management
Connecticut
$267K -$4.27K -2 -1%
HCM
800
Howard Capital Management
Georgia
$265K – – –
30 31
32
33 34