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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
801
SJS Investment Consulting
Ohio
$3.58K – – –
KG
802
Kilter Group
New York
$3.58K +$2.24K +2 +200%
JSAM
803
J. Safra Asset Management
New York
$3.58K -$20.2K -18 -86%
ECA
804
Elevated Capital Advisors
Utah
$3.58K – – –
IW
805
Imprint Wealth
South Carolina
$3.58K – – –
NRG
806
Nemes Rush Group
Michigan
$3.58K – – –
BCWM
807
Bartlett & Co Wealth Management
Ohio
$3.58K +$2.24K +2 +200%
CIA
808
Cape Investment Advisory
Georgia
$3.58K +$3.36K +3 New
HWP
809
Highline Wealth Partners
California
$3.58K +$3.36K +3 New
LI
810
LRI Investments
Florida
$3.58K +$3.36K +3 New
PMFA
811
Plante Moran Financial Advisors
Michigan
$3.58K +$3.36K +3 New
DF
812
Dunhill Financial
United Kingdom
$3.37K – – –
RC
813
Rexford Capital
Texas
$2.39K -$4.48K -4 -67%
AWM
814
Abound Wealth Management
Tennessee
$2.39K -$3.36K -3 -60%
BIAS
815
Beacon Investment Advisory Services
New Jersey
$2.39K – – –
FFO
816
Fortitude Family Office
Arizona
$2.39K – – –
SFCL
817
Strengthening Families & Communities LLC
Massachusetts
$2.39K +$1.12K +1 +100%
CA
818
Crewe Advisors
Utah
$2.39K +$2.24K +2 New
HFS
819
Hughes Financial Services
Virginia
$2.39K +$2.24K +2 New
MB
820
MidFirst Bank
Oklahoma
$2.39K +$2.24K +2 New
DF
821
DecisionPoint Financial
Arizona
$1.21K – – –
PTC
822
Private Trust Company
Ohio
$1.2K -$35.8K -32 -97%
WSFS
823
Wilmington Savings Fund Society
Delaware
$1.2K -$11.2K -10 -91%
RF
824
Rossby Financial
Florida
$1.2K -$10.1K -9 -90%
WA
825
Whipplewood Advisors
Colorado
$1.2K -$8.96K -8 -89%
31 32
33
34 35