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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
SN
776
Sittner & Nelson
Oregon
$276K – – –
AAMU
777
AEGON Asset Management (UK)
United Kingdom
$276K +$284K +151 New
CCP
778
Clarkston Capital Partners
Michigan
$274K – – –
OCPWS
779
One Charles Private Wealth Services
Massachusetts
$274K – – –
SHGA
780
Sand Hill Global Advisors
California
$274K – – –
MOS
781
MGO One Seven
Ohio
$274K +$282K +150 New
CAMG
782
CWA Asset Management Group
Florida
$272K +$7.51K +4 +3%
CAM
783
Creekmur Asset Management
Illinois
$272K +$75.1K +40 +37%
AWM
784
Aprio Wealth Management
Georgia
$271K +$1.88K +1 +0.7%
OAM
785
Occidental Asset Management
California
$271K -$24.4K -13 -8%
BTI
786
Blue Trust Inc
Georgia
$271K -$15K -8 -5%
BGA
787
Battery Global Advisors
Massachusetts
$271K +$278K +148 New
ZBNA
788
Zions Bancorporation, National Association
Utah
$265K -$82.6K -44 -23%
TPI
789
Trust Point Inc
Wisconsin
$263K -$28.2K -15 -9%
IWM
790
IHT Wealth Management
Illinois
$263K -$20.7K -11 -7%
GL
791
Graypoint LLC
New York
$263K +$1.88K +1 +0.7%
SWP
792
Sagespring Wealth Partners
Tennessee
$262K -$37.6K -20 -12%
LFAS
793
Level Four Advisory Services
Texas
$261K -$229K -122 -46%
AWA
794
Amplius Wealth Advisors
Pennsylvania
$261K -$9.39K -5 -3%
AI
795
Axiom Investors
Connecticut
$260K +$267K +142 New
GI
796
GAMMA Investing
California
$258K +$1.88K +1 +0.7%
NP
797
NorthRock Partners
Minnesota
$258K +$3.75K +2 +1%
MCM
798
MAI Capital Management
Ohio
$256K +$156K +83 +146%
MPM
799
MBB Public Markets
Illinois
$254K -$58.2K -31 -18%
MFGM
800
Marshall Financial Group (Maryland)
Maryland
$252K -$54.5K -29 -18%
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