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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
801
OneDigital Investment Advisors
Kansas
$218K -$74K -43 -25%
FAMI
802
Fideuram Asset Management (Ireland)
$216K +$238K +138 New
CA
803
Clearstead Advisors
Ohio
$215K +$79.2K +46 +57%
DAS
804
Diversify Advisory Services
Utah
$215K -$119K -69 -33%
MMPW
805
Mitchell McLeod Pugh & Williams
Alabama
$214K – – –
SF
806
Summit Financial
New Jersey
$213K -$783K -455 -78%
PFM
807
Patton Fund Management
Texas
$213K +$217K +126 New
PP
808
PDS Planning
Ohio
$213K +$217K +126 New
SN
809
Sittner & Nelson
Oregon
$209K – – –
ACM
810
Advisors Capital Management
New Jersey
$208K +$212K +123 New
TPCW
811
TD Private Client Wealth
New York
$205K -$795K -462 -79%
JRPIM
812
Journey Retirement Planning & Investment Management
Idaho
$203K +$207K +120 New
SAM
813
Simplify Asset Management
Nevada
$203K +$207K +120 New
TPI
814
Trust Point Inc
Wisconsin
$201K -$51.6K -30 -20%
HH
815
Hilltop Holdings
Texas
$201K +$205K +119 New
ETC
816
Exchange Traded Concepts
Oklahoma
$188K -$198K -115 -51%
BGA
817
Battery Global Advisors
Massachusetts
$188K +$2.43M +1,411 +953%
PAI
818
Pittenger & Anderson Inc
Nebraska
$186K +$17.2K +10 +10%
CFB
819
Cullen/Frost Bankers
Texas
$178K +$170K +99 +1,650%
SAG
820
SageView Advisory Group
California
$176K +$179K +104 New
PAP
821
Persistent Asset Partners
Hong Kong
$176K +$179K +104 New
GBT
822
Grove Bank & Trust
Florida
$169K – – –
LFA
823
Laraway Financial Advisors
Minnesota
$169K – – –
IA
824
IFP Advisors
Florida
$167K -$60.2K -35 -26%
WBC
825
Westpac Banking Corp
Australia
$162K – – –
31 32
33
34 35