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Fair Isaac

Name Holding Trade Value Shares
Change
Change in
Stake
SQA
826
Simon Quick Advisors
New Jersey
$237K +$23.5K +11 +10%
WWM
827
Western Wealth Management
Colorado
$233K +$250K +117 New
WF
828
Wayfinding Financial
Washington
$232K +$250K +117 New
KWM
829
Kolinsky Wealth Management
New Jersey
$231K -$94K -44 -28%
Fayez Sarofim & Co
830
Fayez Sarofim & Co
Texas
$229K
PL
831
Plancorp LLC
Missouri
$229K +$2.14K +1 +0.9%
BWP
832
Burling Wealth Partners
Illinois
$229K +$246K +115 New
PP
833
PDS Planning
Ohio
$227K -$8.54K -4 -3%
GCM
834
Gallacher Capital Management
Colorado
$225K -$19.2K -9 -7%
RFC
835
Regions Financial Corp
Alabama
$225K +$241K +113 New
TDB
836
Thompson David Blair
$225K +$241K +113 New
MBTD
837
Mechanics Bank - Trust Department
California
$223K +$12.8K +6 +6%
B
838
Bellecapital
Switzerland
$223K +$239K +112 New
WA
839
Whipplewood Advisors
Colorado
$223K +$239K +112 New
MW
840
Maia Wealth
Colorado
$223K +$258K +121 New
GKIM
841
GW&K Investment Management
Massachusetts
$221K -$2.14K -1 -0.9%
CI
842
Conning Inc
Connecticut
$221K
SIM
843
Stratos Investment Management
Ohio
$221K +$10.7K +5 +5%
TSMHT
844
Thurston Springer Miller Herd & Titak
Indiana
$221K
SW
845
SteelPeak Wealth
California
$219K +$235K +110 New
MCWA
846
Meadow Creek Wealth Advisors
Georgia
$219K -$79K -37 -25%
AG
847
AlTi Global
New York
$217K +$6.41K +3 +3%
BRWA
848
B. Riley Wealth Advisors
Florida
$215K -$231K -108 -50%
BAAM
849
Baker Avenue Asset Management
California
$215K -$32K -15 -12%
GLA
850
Great Lakes Advisors
Illinois
$211K