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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
801
Financial Management Professionals
Texas
$6K – – –
BCMLT
802
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.96K – – –
VCM
803
Versant Capital Management
Arizona
$5.96K – – –
AS
804
Altshuler Shaham
Israel
$4.47K – – –
ETS
805
ESL Trust Services
New York
$4.47K +$3.88K +3 New
PO
806
Private Ocean
California
$4.47K +$3.88K +3 New
SC
807
SouthState Corp
Florida
$4.47K +$3.88K +3 New
CPG
808
Cornerstone Planning Group
New Jersey
$3.16K -$3.88K -3 -60%
MCM
809
MV Capital Management
Maryland
$2.98K +$1.29K +1 +100%
TWD
810
True Wealth Design
Ohio
$2.98K +$1.29K +1 +100%
BAM
811
Bellevue Asset Management
Washington
$2.98K – – –
RCM
812
Raleigh Capital Management
North Carolina
$2.98K +$1.29K +1 +100%
ACM
813
Anfield Capital Management
California
$2.98K +$2.58K +2 New
TWP
814
Triad Wealth Partners
Kansas
$2.98K +$2.58K +2 New
PI
815
PEAK6 Investments
Illinois
$1.6K -$2.58K -2 -67%
TWC
816
TD Waterhouse Canada
Ontario, Canada
$1.5K -$6.46K -5 -83%
AA
817
Ancora Advisors
Ohio
$1.49K – – –
PA
818
Pineridge Advisors
Missouri
$1.49K – – –
SIS
819
Sound Income Strategies
Florida
$1.49K – – –
BHWM
820
Beaird Harris Wealth Management
Texas
$1.49K +$1.29K +1 New
IC
821
Innealta Capital
Texas
$1.49K +$1.29K +1 New
RAM
822
Riggs Asset Management
Pennsylvania
$1.49K +$1.29K +1 New
TFM
823
TFC Financial Management
Massachusetts
$1.49K +$1.29K +1 New
FHC
824
First Heartland Consultants
Missouri
$1.1K -$33.6K -26 -3%
CAL
825
Capital Advisors Ltd
Ohio
$1K +$1.29K +1 New
31 32
33
34 35