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Fair Isaac

Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
826
Caitong International Asset Management
Hong Kong
$239K +$256K +120 New
SQA
827
Simon Quick Advisors
New Jersey
$237K +$23.5K +11 +10%
WWM
828
Western Wealth Management
Colorado
$233K +$250K +117 New
WF
829
Wayfinding Financial
Washington
$232K +$250K +117 New
KWM
830
Kolinsky Wealth Management
New Jersey
$231K -$94K -44 -28%
Fayez Sarofim & Co
831
Fayez Sarofim & Co
Texas
$229K – – –
PL
832
Plancorp LLC
Missouri
$229K +$2.14K +1 +0.9%
BWP
833
Burling Wealth Partners
Illinois
$229K +$246K +115 New
PP
834
PDS Planning
Ohio
$227K -$8.54K -4 -3%
GCM
835
Gallacher Capital Management
Colorado
$225K -$19.2K -9 -7%
RFC
836
Regions Financial Corp
Alabama
$225K +$241K +113 New
TDB
837
Thompson David Blair
$225K +$241K +113 New
MBTD
838
Mechanics Bank - Trust Department
California
$223K +$12.8K +6 +6%
B
839
Bellecapital
Switzerland
$223K +$239K +112 New
WA
840
Whipplewood Advisors
Colorado
$223K +$239K +112 New
MW
841
Maia Wealth
Colorado
$223K +$258K +121 New
GKIM
842
GW&K Investment Management
Massachusetts
$221K -$2.14K -1 -0.9%
CI
843
Conning Inc
Connecticut
$221K – – –
SIM
844
Stratos Investment Management
Ohio
$221K +$10.7K +5 +5%
TSMHT
845
Thurston Springer Miller Herd & Titak
Indiana
$221K – – –
SW
846
SteelPeak Wealth
California
$219K +$235K +110 New
MCWA
847
Meadow Creek Wealth Advisors
Georgia
$219K -$79K -37 -25%
AG
848
AlTi Global
New York
$217K +$6.41K +3 +3%
BRWA
849
B. Riley Wealth Advisors
Florida
$215K -$231K -108 -50%
BAAM
850
Baker Avenue Asset Management
California
$215K -$32K -15 -12%