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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
NRG
801
Nemes Rush Group
Michigan
$3.58K – – –
BCWM
802
Bartlett & Co Wealth Management
Ohio
$3.58K +$2.24K +2 +200%
CIA
803
Cape Investment Advisory
Georgia
$3.58K +$3.36K +3 New
HWP
804
Highline Wealth Partners
California
$3.58K +$3.36K +3 New
LI
805
LRI Investments
Florida
$3.58K +$3.36K +3 New
PMFA
806
Plante Moran Financial Advisors
Michigan
$3.58K +$3.36K +3 New
DF
807
Dunhill Financial
United Kingdom
$3.37K – – –
RC
808
Rexford Capital
Texas
$2.39K -$4.48K -4 -67%
AWM
809
Abound Wealth Management
Tennessee
$2.39K -$3.36K -3 -60%
BIAS
810
Beacon Investment Advisory Services
New Jersey
$2.39K – – –
FFO
811
Fortitude Family Office
Arizona
$2.39K – – –
SFCL
812
Strengthening Families & Communities LLC
Massachusetts
$2.39K +$1.12K +1 +100%
CA
813
Crewe Advisors
Utah
$2.39K +$2.24K +2 New
HFS
814
Hughes Financial Services
Virginia
$2.39K +$2.24K +2 New
MB
815
MidFirst Bank
Oklahoma
$2.39K +$2.24K +2 New
DF
816
DecisionPoint Financial
Arizona
$1.21K – – –
PTC
817
Private Trust Company
Ohio
$1.2K -$35.8K -32 -97%
WSFS
818
Wilmington Savings Fund Society
Delaware
$1.2K -$11.2K -10 -91%
RF
819
Rossby Financial
Florida
$1.2K -$10.1K -9 -90%
WA
820
Whipplewood Advisors
Colorado
$1.2K -$8.96K -8 -89%
TM
821
Torren Management
California
$1.2K -$4.48K -4 -80%
HFM
822
Hartford Financial Management
Connecticut
$1.2K -$2.24K -2 -67%
EP
823
Essential Partners
California
$1.2K -$1.12K -1 -50%
BHWM
824
Beaird Harris Wealth Management
Texas
$1.2K – – –
DWM
825
Dogwood Wealth Management
Kansas
$1.2K – – –
31 32
33
34 35