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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
776
Solstein Capital
California
$9.61K -$12.3K -9 -50%
B
777
Bayban
Minnesota
$9.61K -$8.23K -6 -40%
WB
778
Webster Bank
Connecticut
$9.61K – – –
WA
779
Whipplewood Advisors
Colorado
$9.61K +$11K +8 +800%
EWM
780
Evolution Wealth Management
Florida
$9.61K +$12.3K +9 New
CPG
781
Cornerstone Planning Group
New Jersey
$9.6K -$13.7K -10 -53%
BFP
782
Birchwood Financial Partners
Minnesota
$8.54K – – –
RS
783
Rakuten Securities
Japan
$8.54K +$5.49K +4 +100%
TGY2IT
784
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$8.54K +$11K +8 New
SWM
785
SHP Wealth Management
Massachusetts
$7.55K +$8.23K +6 +600%
PWMG
786
Prestige Wealth Management Group
New Jersey
$7.47K -$1.37K -1 -13%
RA
787
Rational Advisors
New York
$7.47K – – –
AUB
788
Atlantic Union Bankshares
Virginia
$7.47K +$9.6K +7 New
AW
789
Avion Wealth
Texas
$7K +$2.74K +2 +40%
MWPCG
790
Measured Wealth Private Client Group
New Hampshire
$6.97K +$1.37K +1 +17%
CWM
791
Cranbrook Wealth Management
Michigan
$6.41K – – –
GIA
792
GHP Investment Advisors
Colorado
$6.41K – – –
MA
793
MCF Advisors
Kentucky
$6.41K +$8.23K +6 New
IBOK
794
Independence Bank of Kentucky
Kentucky
$6.41K – – –
OPTFSNA
795
Old Point Trust & Financial Services N A
Virginia
$6.41K – – –
RC
796
Rexford Capital
Texas
$6.41K – – –
CPL
797
Capital & Planning LLC
Georgia
$6.41K +$8.23K +6 New
ECM
798
Estabrook Capital Management
New York
$6.41K +$8.23K +6 New
TPWA
799
Twin Peaks Wealth Advisors
California
$6.41K +$8.23K +6 New
C
800
Covestor
United Kingdom
$6K -$11K -8 -57%
30 31
32
33 34