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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
901
Global Financial Private Client
Florida
$20.3K – – –
W
902
WealthCollab
Washington
$20.3K – – –
HPC
903
HM Payson & Co
Maine
$20.3K +$20.4K +11 New
C
904
Covestor
United Kingdom
$20K – – –
HFM
905
Hartford Financial Management
Connecticut
$18.4K – – –
NC
906
NewSquare Capital
Pennsylvania
$18.4K +$16.7K +9 +900%
BFPW
907
BOK Financial Private Wealth
Colorado
$18.4K +$18.5K +10 New
SCB
908
Saudi Central Bank
Saudi Arabia
$18.4K +$18.5K +10 New
WB
909
Webster Bank
Connecticut
$16.6K – – –
CAL
910
Capital Advisors Ltd
Ohio
$13K +$9.26K +5 +250%
PWMG
911
Prestige Wealth Management Group
New Jersey
$12.9K -$3.7K -2 -22%
BCMLT
912
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.9K – – –
SIS
913
Sound Income Strategies
Florida
$12.9K +$7.41K +4 +133%
GIA
914
GHP Investment Advisors
Colorado
$11.1K -$16.5M -8,931 -100%
PMFA
915
Plante Moran Financial Advisors
Michigan
$11.1K -$7.41K -4 -40%
CWM
916
Cranbrook Wealth Management
Michigan
$11.1K – – –
DPW
917
DiNuzzo Private Wealth
Pennsylvania
$11.1K – – –
IBOK
918
Independence Bank of Kentucky
Kentucky
$11.1K – – –
PGAM
919
Princeton Global Asset Management
New Jersey
$11.1K – – –
WA
920
WPG Advisers
Maryland
$11.1K +$1.85K +1 +20%
CPG
921
Cornerstone Planning Group
New Jersey
$9.63K +$5.56K +3 +150%
DF
922
Dunhill Financial
United Kingdom
$9.61K -$1.85K -1 -17%
JSAM
923
J. Safra Asset Management
New York
$9.22K -$9.26K -5 -50%
MCM
924
MV Capital Management
Maryland
$9.22K -$5.56K -3 -38%
AWM
925
Abound Wealth Management
Tennessee
$9.22K -$3.7K -2 -29%
35 36
37
38 39