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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
801
Twin Peaks Wealth Advisors
California
$6.41K +$8.23K +6 New
C
802
Covestor
United Kingdom
$6K -$11K -8 -57%
BWL
803
Bogart Wealth LLC
Virginia
$5.99K +$5.49K +4 +200%
TM
804
Torren Management
California
$5.34K -$17.8K -13 -72%
AGWCA
805
Annis Gardner Whiting Capital Advisors
Florida
$5.34K -$12.3K -9 -64%
DPW
806
DiNuzzo Private Wealth
Pennsylvania
$5.34K -$1.37K -1 -17%
AWM
807
Abound Wealth Management
Tennessee
$5.34K – – –
AIS
808
Advocate Investing Services
Maryland
$5.34K – – –
EPIM
809
Evelyn Partners Investment Management
$5.34K – – –
MAM
810
Marquette Asset Management
Minnesota
$5.34K – – –
RCM
811
Richardson Capital Management
Wisconsin
$5.34K +$6.86K +5 New
WSFG
812
Wall Street Financial Group
Illinois
$5.34K +$6.86K +5 New
CFG
813
Clayton Financial Group
Missouri
$4.27K – – –
TWD
814
True Wealth Design
Ohio
$4.27K – – –
SSG
815
Summit Securities Group
New York
$4.27K -$43.9K -32 -89%
TFA
816
Transamerica Financial Advisors
Florida
$4.27K -$2.74K -2 -33%
FMP
817
Financial Management Professionals
Texas
$4.27K – – –
WA
818
WPG Advisers
Maryland
$4.27K – – –
CFM
819
Cornerstone Financial Management
Massachusetts
$3.2K – – –
DI
820
DAGCO Inc
Ohio
$3.2K – – –
EFMH
821
E Fund Management (HK)
Hong Kong
$3.2K – – –
ECA
822
Elevated Capital Advisors
Utah
$3.2K – – –
HFM
823
Hartford Financial Management
Connecticut
$3.2K – – –
IW
824
Imprint Wealth
South Carolina
$3.2K – – –
NRG
825
Nemes Rush Group
Michigan
$3.2K – – –
31 32
33
34 35