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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
901
Greenline Wealth Management
Florida
$19.6K +$20.7K +12 New
IUHSA
902
Itau Unibanco Holding S.A.
Brazil
$18.6K -$44.8K -26 -70%
ITIM
903
Indiana Trust & Investment Management
Indiana
$18.6K – – –
SL
904
Salomon & Ludwin
Virginia
$18.2K – – –
KFP
905
Kerr Financial Planning
California
$17.6K – – –
W
906
WealthCollab
Washington
$16.9K -$1.72K -1 -9%
WB
907
Webster Bank
Connecticut
$15.2K – – –
AS
908
Altshuler Shaham
Israel
$15.2K +$15.5K +9 New
TC
909
Truvestments Capital
Florida
$13.5K – – –
PWMG
910
Prestige Wealth Management Group
New Jersey
$13.5K +$1.72K +1 +14%
BFP
911
Birchwood Financial Partners
Minnesota
$13.5K +$13.8K +8 New
RA
912
Rational Advisors
New York
$11.8K – – –
AA
913
Ancora Advisors
Ohio
$11.8K +$8.61K +5 +250%
GWM
914
Geneos Wealth Management
Colorado
$10.1K -$3.44K -2 -25%
CWM
915
Cranbrook Wealth Management
Michigan
$10.1K – – –
GIA
916
GHP Investment Advisors
Colorado
$10.1K – – –
IBOK
917
Independence Bank of Kentucky
Kentucky
$10.1K – – –
MWPCG
918
Measured Wealth Private Client Group
New Hampshire
$10.1K – – –
PMFA
919
Plante Moran Financial Advisors
Michigan
$10.1K – – –
RC
920
Rexford Capital
Texas
$10.1K – – –
DPW
921
DiNuzzo Private Wealth
Pennsylvania
$10.1K +$1.72K +1 +20%
TFA
922
Transamerica Financial Advisors
Florida
$10.1K +$5.16K +3 +100%
GAG
923
Goodman Advisory Group
Massachusetts
$10.1K +$10.3K +6 New
OPTFSNA
924
Old Point Trust & Financial Services N A
Virginia
$10.1K +$10.3K +6 New
AWM
925
Abound Wealth Management
Tennessee
$8.72K – – –
35 36
37
38 39