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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
851
Elequin Capital
New York
$42.8K +$15.4K +9 +69%
KWAG
852
Kiely Wealth Advisory Group
North Carolina
$42.2K – – –
TWD
853
True Wealth Design
Ohio
$38.9K +$30.8K +18 +900%
BC
854
Barrett & Company
Rhode Island
$38.9K – – –
RIL
855
Rothschild Investment LLC
Illinois
$38.9K +$15.4K +9 +82%
MFT
856
Moisand Fitzgerald Tamayo
Florida
$36.9K – – –
BIA
857
Bell Investment Advisors
California
$35K – – –
SC
858
Solstein Capital
California
$35K – – –
WI
859
Wintrust Investments
Illinois
$34K -$272K -159 -90%
FMII
860
Farmers & Merchants Investments Inc
Nebraska
$33K – – –
LCM
861
Logan Capital Management
Pennsylvania
$33K – – –
PP
862
PFS Partners
New Jersey
$31.1K – – –
JWA
863
JFS Wealth Advisors
Pennsylvania
$31.1K +$1.71K +1 +7%
NFA
864
Northwest Financial Advisors
Virginia
$29.2K +$25.7K +15 New
ATC
865
Adirondack Trust Company
New York
$29.2K – – –
FFA
866
Frazier Financial Advisors
Ohio
$27.2K -$12K -7 -33%
JFGIW
867
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27.2K +$3.42K +2 +17%
CFO
868
CVA Family Office
Colorado
$27.2K +$1.71K +1 +8%
CT
869
Colonial Trust
South Carolina
$26.3K +$6.84K +4 +40%
GWM
870
Geneos Wealth Management
Colorado
$25.3K -$3.42K -2 -13%
PWMG
871
Private Wealth Management Group
New Jersey
$25.3K – – –
CPA
872
Capital Performance Advisors
California
$25.3K +$22.2K +13 New
HFM
873
Hartford Financial Management
Connecticut
$23.3K – – –
DF
874
Dunhill Financial
United Kingdom
$22.4K +$5.13K +3 +33%
W
875
WealthCollab
Washington
$21.4K – – –
33 34
35
36 37