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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
801
Brooklyn Investment Group
New York
$252K +$130K +69 +100%
HCM
802
Howard Capital Management
Georgia
$252K +$46.9K +25 +22%
FDP
803
Financiere des Professionnels
Quebec, Canada
$250K +$257K +137 New
MF
804
Magnetar Financial
Illinois
$250K +$257K +137 New
GWM
805
Gibbs Wealth Management
Georgia
$249K +$5.63K +3 +2%
MG
806
Mather Group
Illinois
$249K -$54.5K -29 -18%
MG
807
Marex Group
$249K +$255K +136 New
LS
808
Livforsakringsbolaget Skandia
Sweden
$248K – – –
PFBT
809
Parkside Financial Bank & Trust
Missouri
$247K +$5.63K +3 +2%
SCM
810
Shelton Capital Management
Colorado
$247K -$5.63K -3 -2%
AAS
811
Annex Advisory Services
Wisconsin
$245K – – –
OC
812
Oarsman Capital
Wisconsin
$245K +$252K +134 New
TSMHT
813
Thurston Springer Miller Herd & Titak
Indiana
$245K +$35.7K +19 +17%
BWM
814
Baron Wealth Management
Michigan
$243K -$28.2K -15 -10%
PP
815
PDS Planning
Ohio
$243K +$22.5K +12 +10%
MPCG
816
Matrix Private Capital Group
New York
$241K -$330K -176 -57%
PCM
817
Penserra Capital Management
California
$240K +$28.2K +15 +13%
AWM
818
Angeles Wealth Management
California
$239K +$246K +131 New
GKIM
819
GW&K Investment Management
Massachusetts
$238K +$1.88K +1 +0.8%
SCI
820
S&CO Inc
Massachusetts
$237K +$244K +130 New
CFG
821
Citizens Financial Group
Rhode Island
$234K +$30K +16 +14%
GWMR
822
GC Wealth Management RIA
Massachusetts
$232K +$238K +127 New
WWM
823
WT Wealth Management
Arizona
$232K +$238K +127 New
UF
824
Univest Financial
Pennsylvania
$232K – – –
CCM
825
Crew Capital Management
Ohio
$227K -$704K -375 -75%
31 32
33
34 35