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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
851
Meeder Asset Management
Ohio
$42.8K +$10.3K +6 +38%
EC
852
Elequin Capital
New York
$42.8K +$15.4K +9 +69%
KWAG
853
Kiely Wealth Advisory Group
North Carolina
$42.2K – – –
TWD
854
True Wealth Design
Ohio
$38.9K +$30.8K +18 +900%
BC
855
Barrett & Company
Rhode Island
$38.9K – – –
RIL
856
Rothschild Investment LLC
Illinois
$38.9K +$15.4K +9 +82%
MFT
857
Moisand Fitzgerald Tamayo
Florida
$36.9K – – –
BIA
858
Bell Investment Advisors
California
$35K – – –
SC
859
Solstein Capital
California
$35K – – –
WI
860
Wintrust Investments
Illinois
$34K -$272K -159 -90%
FMII
861
Farmers & Merchants Investments Inc
Nebraska
$33K – – –
LCM
862
Logan Capital Management
Pennsylvania
$33K – – –
PP
863
PFS Partners
New Jersey
$31.1K – – –
JWA
864
JFS Wealth Advisors
Pennsylvania
$31.1K +$1.71K +1 +7%
NFA
865
Northwest Financial Advisors
Virginia
$29.2K +$25.7K +15 New
ATC
866
Adirondack Trust Company
New York
$29.2K – – –
FFA
867
Frazier Financial Advisors
Ohio
$27.2K -$12K -7 -33%
JFGIW
868
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27.2K +$3.42K +2 +17%
CFO
869
CVA Family Office
Colorado
$27.2K +$1.71K +1 +8%
CT
870
Colonial Trust
South Carolina
$26.3K +$6.84K +4 +40%
GWM
871
Geneos Wealth Management
Colorado
$25.3K -$3.42K -2 -13%
PWMG
872
Private Wealth Management Group
New Jersey
$25.3K – – –
CPA
873
Capital Performance Advisors
California
$25.3K +$22.2K +13 New
HFM
874
Hartford Financial Management
Connecticut
$23.3K – – –
DF
875
Dunhill Financial
United Kingdom
$22.4K +$5.13K +3 +33%
33 34
35
36 37