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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
926
CVA Family Office
Colorado
$39.8K +$12.8K +6 +43%
AT
927
Avalon Trust
New Mexico
$39.8K +$42.7K +20 New
BCM
928
Berbice Capital Management
New York
$39.8K +$42.7K +20 New
MFT
929
Moisand Fitzgerald Tamayo
Florida
$37.8K – – –
BIA
930
Bell Investment Advisors
California
$37.8K +$2.14K +1 +6%
SC
931
Solstein Capital
California
$35.8K – – –
WI
932
Wintrust Investments
Illinois
$34K – – –
TIM
933
Tortoise Investment Management
New York
$33.8K -$12.8K -6 -26%
FMII
934
Farmers & Merchants Investments Inc
Nebraska
$33.8K – – –
LCM
935
Logan Capital Management
Pennsylvania
$33.8K – – –
KWAG
936
Kiely Wealth Advisory Group
North Carolina
$33.4K – – –
PP
937
PFS Partners
New Jersey
$31.9K – – –
JWA
938
JFS Wealth Advisors
Pennsylvania
$29.9K -$2.14K -1 -6%
GWM
939
Geneos Wealth Management
Colorado
$29.9K +$4.27K +2 +15%
ATC
940
Adirondack Trust Company
New York
$29.9K – – –
PWMG
941
Private Wealth Management Group
New Jersey
$25.9K – – –
RS
942
Rakuten Securities
Japan
$25.9K +$17.1K +8 +160%
PH
943
Pinnacle Holdings
Oklahoma
$25.9K +$27.8K +13 New
MAM
944
Meeder Asset Management
Ohio
$23.9K -$21.4K -10 -45%
W
945
WealthCollab
Washington
$21.9K – – –
GFPC
946
Global Financial Private Client
Florida
$21.9K +$2.14K +1 +10%
C
947
Covestor
United Kingdom
$21K -$34.2K -16 -62%
JSAM
948
J. Safra Asset Management
New York
$20.1K – – –
HFM
949
Hartford Financial Management
Connecticut
$19.9K -$4.27K -2 -17%
PMFA
950
Plante Moran Financial Advisors
Michigan
$19.9K +$8.54K +4 +67%
36 37
38
39 40