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Compass Diversified

Name Holding Trade Value Shares
Change
Change in
Stake
PI
51
PineBridge Investments
New York
$380K +$242K +15,080 +192%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$377K +$365K +22,707 New
EWM
53
Evercore Wealth Management
New York
$372K
SAM
54
Silvercrest Asset Management
New York
$365K
WSC
55
Wellington Shields & Co
New York
$357K
FWIA
56
Fort Washington Investment Advisors
Ohio
$353K -$78.3K -4,875 -19%
PA
57
Pinnacle Associates
New York
$302K -$13.5K -840 -4%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$293K +$11.2K +700 +4%
LPL Financial
59
LPL Financial
California
$288K -$324K -20,157 -54%
Acadian Asset Management
60
Acadian Asset Management
Massachusetts
$281K +$174K +10,802 +177%
Ameriprise
61
Ameriprise
Minnesota
$276K +$21.7K +1,350 +9%
M&T Bank
62
M&T Bank
New York
$271K
CS
63
Credit Suisse
Switzerland
$257K -$99.6K -6,198 -29%
PMG
64
ProVise Management Group
Florida
$257K
MCWS
65
McKinley Carter Wealth Services
West Virginia
$231K +$1.22K +76 +0.5%
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$223K +$39.6K +2,463 +22%
AG
67
Advisor Group
Arizona
$214K +$209K +13,013 New
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$211K +$193 +12 +0.1%
JP Morgan Chase
69
JP Morgan Chase
New York
$209K -$300K -18,671 -60%
CG
70
Clinton Group
New York
$192K -$69K -4,298 -27%
VKH
71
Virtu KCG Holdings
New York
$192K +$186K +11,601 New
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$182K +$4.95K +308 +3%
Citadel Advisors
73
Citadel Advisors
Florida
$178K +$172K +10,713 New
1SB
74
1ST Source Bank
Indiana
$166K
KAM
75
Keeley Asset Management
Illinois
$166K +$161K +10,032 New