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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
851
PFS Partners
New Jersey
$23.9K – – –
NEWAS
852
N.E.W. Advisory Services
Wisconsin
$23.9K – – –
OP
853
ORG Partners
Indiana
$23.9K +$1.5K +1 +7%
KFP
854
Kerr Financial Planning
California
$22.8K +$19.6K +13 New
BONH
855
Bank of New Hampshire
New Hampshire
$22.4K -$60.2K -40 -73%
JWA
856
JFS Wealth Advisors
Pennsylvania
$22.4K – – –
AWM
857
Ameliora Wealth Management
Switzerland
$22.4K +$22.6K +15 New
ATC
858
Adirondack Trust Company
New York
$22.4K – – –
AGWCA
859
Annis Gardner Whiting Capital Advisors
Florida
$21K +$16.5K +11 +367%
SL
860
Salomon & Ludwin
Virginia
$20.4K +$16.5K +11 New
CWP
861
Clark Wealth Partners
Illinois
$20.3K -$16.5K -11 -48%
WA
862
WPG Advisers
Maryland
$19.5K -$10.5K -7 -35%
PWMG
863
Private Wealth Management Group
New Jersey
$19.5K – – –
SWM
864
Spire Wealth Management
Virginia
$17.2K -$3.82M -2,539 -100%
QL
865
Quarry LP
New York
$16.5K -$253K -168 -94%
ITIM
866
Indiana Trust & Investment Management
Indiana
$16.5K – – –
W
867
WealthCollab
Washington
$16.5K – – –
WA
868
Westfuller Advisors
New York
$16.4K +$16.5K +11 New
CT
869
Colonial Trust
South Carolina
$15.8K -$3.01K -2 -15%
C
870
Covestor
United Kingdom
$15K -$9.02K -6 -38%
CT
871
Clearstead Trust
Maine
$15K – – –
IW
872
Imprint Wealth
South Carolina
$15K +$15K +10 New
WB
873
Webster Bank
Connecticut
$13.5K – – –
MCM
874
MV Capital Management
Maryland
$12K +$3.01K +2 +33%
RS
875
Rakuten Securities
Japan
$12K -$24.1K -16 -67%
33 34
35
36 37