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Compass Diversified

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
226
Kiker Wealth Management
Georgia
$2.61K +$2.89K +140 New
RIL
227
Rothschild Investment LLC
Illinois
$2.52K +$1.34K +65 +93%
SHF
228
Safe Harbor Fiduciary
Florida
$1.87K – – –
CIAM
229
Caitong International Asset Management
Hong Kong
$1.68K +$1.86K +90 New
MFT
230
Moisand Fitzgerald Tamayo
Florida
$1.21K – – –
SWC
231
Spectrum Wealth Counsel
Indiana
$1.12K – – –
DCM
232
Davis Capital Management
Florida
$1.04K – – –
EverSource Wealth Advisors
233
EverSource Wealth Advisors
Alabama
$896 +$599 +29 +153%
Amundi
234
Amundi
France
$774 +$909 +44 New
Larson Financial Group
235
Larson Financial Group
Missouri
$653 -$2.64K -128 -79%
TWD
236
True Wealth Design
Ohio
$635 +$702 +34 New
Coldstream Capital Management
237
Coldstream Capital Management
Washington
$579 +$640 +31 New
PFBT
238
Parkside Financial Bank & Trust
Missouri
$467 +$516 +25 New
SC
239
Stephens Consulting
Michigan
$374 +$413 +20 New
KA
240
Kozak & Associates
Colorado
$9 -$9.4K -455 -100%
Boothbay Fund Management
241
Boothbay Fund Management
New York
– -$984K -42,641 Closed
GA
242
GFS Advisors
Texas
– -$404K -17,500 Closed
CreativeOne Wealth
243
CreativeOne Wealth
Kansas
– -$377K -16,340 Closed
GJCM
244
Grand Jean Capital Management
California
– -$344K -14,900 Closed
CA
245
Cornerstone Advisory
Maryland
– -$264K -12,607 Closed
NQWM
246
Northwest Quadrant Wealth Management
Oregon
– -$250K -10,824 Closed
FRA
247
Frank Rimerman Advisors
California
– -$231K -10,000 Closed
PI
248
PFG Investments
New York
– -$229K -9,912 Closed
Kestra Advisory Services
249
Kestra Advisory Services
Texas
– -$228K -9,871 Closed
BFS
250
Bard Financial Services
Connecticut
– -$206K -8,925 Closed