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Fair Isaac

Name Holding Trade Value Shares
Change
Change in
Stake
AF
801
Allworth Financial
California
$215K +$20.4K +11 +11%
HFO
802
Heritage Family Offices
Arizona
$214K +$25.9K +14 +14%
Fayez Sarofim & Co
803
Fayez Sarofim & Co
Texas
$212K – – –
TPWM
804
Twelve Points Wealth Management
Massachusetts
$212K +$213K +115 New
TSMHT
805
Thurston Springer Miller Herd & Titak
Indiana
$212K +$7.41K +4 +4%
UB
806
UMB Bank
Missouri
$210K -$163K -88 -44%
TWM
807
Thrive Wealth Management
Pennsylvania
$210K +$211K +114 New
BAAM
808
Baker Avenue Asset Management
California
$209K +$9.26K +5 +5%
HCM
809
Howard Capital Management
Georgia
$208K -$37K -20 -15%
RWM
810
Riverbend Wealth Management
South Carolina
$208K -$14.8K -8 -7%
BWP
811
Burling Wealth Partners
Illinois
$208K -$3.7K -2 -2%
WF
812
Wayfinding Financial
Washington
$208K -$7.41K -4 -3%
GS
813
GTS Securities
Florida
$207K -$278K -150 -57%
B
814
Bellecapital
Switzerland
$207K – – –
GLA
815
Great Lakes Advisors
Illinois
$207K +$11.1K +6 +6%
CFG
816
Citizens Financial Group
Rhode Island
$207K +$207K +112 New
AC
817
Aristeia Capital
Connecticut
$205K -$94.4K -51 -31%
AA
818
Alta Advisers
United Kingdom
$205K +$206K +111 New
VWM
819
Venturi Wealth Management
Texas
$203K +$20.4K +11 +11%
PPWP
820
Premier Path Wealth Partners
New Jersey
$203K +$7.41K +4 +4%
VA
821
VestGen Advisors
Illinois
$203K +$204K +110 New
AWA
822
Arkadios Wealth Advisors
Georgia
$203K -$29.6K -16 -13%
LCM
823
Lazari Capital Management
California
$201K -$27.8K -15 -12%
IIC
824
Ironwood Investment Counsel
Arizona
$201K +$11.1K +6 +6%
CAM
825
Creekmur Asset Management
Illinois
$201K +$202K +109 New