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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
876
Abound Wealth Management
Tennessee
$21.4K +$8.55K +5 +83%
GFPC
877
Global Financial Private Client
Florida
$19.4K +$17.1K +10 New
JSAM
878
J. Safra Asset Management
New York
$19.2K – – –
PWMG
879
Prestige Wealth Management Group
New Jersey
$17.5K – – –
WB
880
Webster Bank
Connecticut
$17.5K – – –
FNWA
881
Financial Network Wealth Advisors
Utah
$15.5K -$6.84K -4 -33%
DPW
882
DiNuzzo Private Wealth
Pennsylvania
$13.6K – – –
BCMLT
883
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.6K +$5.13K +3 +75%
MCM
884
MV Capital Management
Maryland
$13.6K +$8.55K +5 +250%
ATS
885
Ashton Thomas Securities
New York
$13.6K +$12K +7 New
AWM
886
Avior Wealth Management
Nebraska
$13.6K +$1.71K +1 +17%
CWM
887
Cranbrook Wealth Management
Michigan
$11.7K +$10.3K +6 New
IBOK
888
Independence Bank of Kentucky
Kentucky
$11.7K – – –
PMFA
889
Plante Moran Financial Advisors
Michigan
$11.7K – – –
FCA
890
FinTrust Capital Advisors
South Carolina
$9.72K – – –
WCM
891
Westend Capital Management
California
$9.72K – – –
FFO
892
Fortitude Family Office
Arizona
$9.72K +$8.55K +5 New
RS
893
Rakuten Securities
Japan
$9.72K +$8.55K +5 New
TC
894
Truvestments Capital
Florida
$9.72K +$8.55K +5 New
AW
895
Avion Wealth
Texas
$9K – – –
FMP
896
Financial Management Professionals
Texas
$8K – – –
SIC
897
SJS Investment Consulting
Ohio
$7.78K -$1.71K -1 -20%
S
898
Sachetta
Massachusetts
$7.78K – – –
VCM
899
Versant Capital Management
Arizona
$7.77K – – –
IUHSA
900
Itau Unibanco Holding S.A.
Brazil
$7.77K +$6.84K +4 New
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36
37 38