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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
951
Plante Moran Financial Advisors
Michigan
$19.9K +$8.54K +4 +67%
PWMG
952
Prestige Wealth Management Group
New Jersey
$17.9K – – –
WB
953
Webster Bank
Connecticut
$17.9K – – –
MCM
954
MV Capital Management
Maryland
$15.9K +$2.14K +1 +14%
GPFA
955
Game Plan Financial Advisors
Ohio
$15.9K +$17.1K +8 New
AWM
956
Abound Wealth Management
Tennessee
$14.3K -$8.54K -4 -36%
BCMLT
957
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.9K – – –
AWM
958
Avior Wealth Management
Nebraska
$13.9K – – –
DPW
959
DiNuzzo Private Wealth
Pennsylvania
$11.9K -$2.14K -1 -14%
CWM
960
Cranbrook Wealth Management
Michigan
$11.9K – – –
IBOK
961
Independence Bank of Kentucky
Kentucky
$11.9K – – –
SC
962
SouthState Corp
Florida
$11.9K +$6.41K +3 +100%
CPL
963
Capital & Planning LLC
Georgia
$11.9K +$12.8K +6 New
PGAM
964
Princeton Global Asset Management
New Jersey
$11.9K +$12.8K +6 New
DF
965
Dunhill Financial
United Kingdom
$11.5K -$12.8K -6 -50%
TC
966
Truvestments Capital
Florida
$9.96K – – –
WCM
967
Westend Capital Management
California
$9.96K – – –
EPIM
968
Evelyn Partners Investment Management
$9.96K +$10.7K +5 New
WA
969
WPG Advisers
Maryland
$9.96K +$10.7K +5 New
AW
970
Avion Wealth
Texas
$9K – – –
EWP
971
Elevation Wealth Partners
California
$7.96K -$72.6K -34 -89%
FMP
972
Financial Management Professionals
Texas
$7.96K – – –
S
973
Sachetta
Massachusetts
$7.96K – – –
CWA
974
Carolina Wealth Advisors
South Carolina
$5.97K – – –
ETS
975
ESL Trust Services
New York
$5.97K – – –
37 38
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40 41