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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
926
Barrett & Company
Rhode Island
$39.8K – – –
CFO
927
CVA Family Office
Colorado
$39.8K +$12.8K +6 +43%
AT
928
Avalon Trust
New Mexico
$39.8K +$42.7K +20 New
BCM
929
Berbice Capital Management
New York
$39.8K +$42.7K +20 New
MFT
930
Moisand Fitzgerald Tamayo
Florida
$37.8K – – –
BIA
931
Bell Investment Advisors
California
$37.8K +$2.14K +1 +6%
SC
932
Solstein Capital
California
$35.8K – – –
WI
933
Wintrust Investments
Illinois
$34K – – –
TIM
934
Tortoise Investment Management
New York
$33.8K -$12.8K -6 -26%
FMII
935
Farmers & Merchants Investments Inc
Nebraska
$33.8K – – –
LCM
936
Logan Capital Management
Pennsylvania
$33.8K – – –
KWAG
937
Kiely Wealth Advisory Group
North Carolina
$33.4K – – –
PP
938
PFS Partners
New Jersey
$31.9K – – –
JWA
939
JFS Wealth Advisors
Pennsylvania
$29.9K -$2.14K -1 -6%
GWM
940
Geneos Wealth Management
Colorado
$29.9K +$4.27K +2 +15%
ATC
941
Adirondack Trust Company
New York
$29.9K – – –
PWMG
942
Private Wealth Management Group
New Jersey
$25.9K – – –
RS
943
Rakuten Securities
Japan
$25.9K +$17.1K +8 +160%
PH
944
Pinnacle Holdings
Oklahoma
$25.9K +$27.8K +13 New
MAM
945
Meeder Asset Management
Ohio
$23.9K -$21.4K -10 -45%
W
946
WealthCollab
Washington
$21.9K – – –
GFPC
947
Global Financial Private Client
Florida
$21.9K +$2.14K +1 +10%
C
948
Covestor
United Kingdom
$21K -$34.2K -16 -62%
JSAM
949
J. Safra Asset Management
New York
$20.1K – – –
HFM
950
Hartford Financial Management
Connecticut
$19.9K -$4.27K -2 -17%
36 37
38
39 40