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Compass Diversified

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
Evercore Wealth Management
New York
$361K
PMG
52
ProVise Management Group
Florida
$355K
DADC
53
D.A. Davidson & Co
Montana
$333K +$46.9K +2,830 +16%
PA
54
Pinnacle Associates
New York
$330K -$8.69K -525 -3%
SAM
55
Silvercrest Asset Management
New York
$330K
SEI Investments
56
SEI Investments
Pennsylvania
$279K +$18.6K +1,121 +7%
MCC
57
Mid Continent Capital
Illinois
$276K
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$276K +$284K +17,166 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$271K -$33.1K -2,002 -11%
M&T Bank
60
M&T Bank
New York
$263K -$2.75K -166 -1%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$214K +$220K +13,281 New
MCWS
62
McKinley Carter Wealth Services
West Virginia
$199K -$7.37K -445 -3%
Citigroup
63
Citigroup
New York
$196K +$162K +9,761 +408%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$185K +$12.2K +737 +7%
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$180K -$1.52K -92 -0.8%
WS
66
Wedbush Securities
California
$164K -$4.57K -276 -3%
1SB
67
1ST Source Bank
Indiana
$161K
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$154K +$158K +9,534 New
NSIM
69
North Star Investment Management
Illinois
$84K
CWM
70
Cranbrook Wealth Management
Michigan
$83K
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$72K -$8.87K -536 -11%
PG
72
PEAK6 Group
Illinois
$70K +$71.8K +4,340 New
GT
73
Glenmede Trust
Pennsylvania
$65K
WA
74
Waverly Advisors
Alabama
$59K +$1.26K +76 +2%
Creative Planning
75
Creative Planning
Kansas
$53K +$54.6K +3,300 New