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Fair Isaac
FICO

Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
1101
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$12.8K -7 Closed
GC
1102
GFG Capital
Florida
– -$12.8K -7 Closed
TPWA
1103
Twin Peaks Wealth Advisors
California
– -$9.3K -7 Closed
BFP
1104
Briaud Financial Planning
Texas
– -$10K -6 Closed
BA
1105
Bellwether Advisors
Nebraska
– -$9.14K -5 Closed
NC
1106
NewSquare Capital
Pennsylvania
– -$9.14K -5 Closed
CWA
1107
Carolina Wealth Advisors
South Carolina
– -$5.48K -3 Closed
PA
1108
Pineridge Advisors
Missouri
– -$5.48K -3 Closed
AS
1109
Altshuler Shaham
Israel
– -$3.66K -2 Closed
CAL
1110
Capital Advisors Ltd
Ohio
– -$4K -2 Closed
CIAS
1111
CBIZ Investment Advisory Services
Ohio
– -$3.66K -2 Closed
KG
1112
Kilter Group
New York
– -$3.66K -2 Closed
TIM
1113
Total Investment Management
Arizona
– -$3.66K -2 Closed
TWD
1114
True Wealth Design
Ohio
– -$3.66K -2 Closed
BFS
1115
Bare Financial Services
Pennsylvania
– -$1.83K -1 Closed
BHWM
1116
Bay Harbor Wealth Management
Maryland
– -$1.83K -1 Closed
HIA
1117
HFM Investment Advisors
New Jersey
– -$1.83K -1 Closed
HWA
1118
HHM Wealth Advisors
Tennessee
– -$1.83K -1 Closed
NS
1119
NBC Securities
Alabama
– -$1K -1 Closed
RWM
1120
Rialto Wealth Management
New York
– -$1.83K -1 Closed
RAM
1121
Riggs Asset Management
Pennsylvania
– -$1.83K -1 Closed
SC
1122
SouthState Corp
Florida
– -$1.83K -1 Closed
TIM
1123
Tortoise Investment Management
New York
– -$1.83K -1 Closed
WCM
1124
WealthTrak Capital Management
Virginia
– -$1.83K -1 Closed
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