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Compass Diversified

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
51
Lighthouse Financial Advisors
Maryland
$706K +$512K +30,017 +273%
TPA
52
Trivium Point Advisory
Connecticut
$663K -$55.6K -3,260 -8%
Ameriprise
53
Ameriprise
Minnesota
$645K -$53.5K -3,137 -8%
BI
54
Bramshill Investments
Florida
$628K +$10.5K +619 +2%
AAS
55
Avantax Advisory Services
Texas
$589K +$77.1K +4,524 +15%
SAM
56
Shell Asset Management
Netherlands
$584K -$6.19K -363 -1%
CCA
57
Catalyst Capital Advisors
New York
$522K +$188K +11,028 +57%
SAM
58
Silvercrest Asset Management
New York
$517K +$85.2K +5,000 +20%
Marshall Wace
59
Marshall Wace
United Kingdom
$515K +$509K +29,896 New
GA
60
GFS Advisors
Texas
$474K
CA
61
Cornerstone Advisory
Maryland
$458K +$1.07K +63 +0.2%
PAG
62
Private Advisor Group
New Jersey
$452K -$97K -5,694 -18%
WS
63
Wedbush Securities
California
$450K +$32.2K +1,892 +8%
SWM
64
SeaCrest Wealth Management
New York
$445K
SBIA
65
Sheaff Brock Investment Advisors
Indiana
$439K +$147K +8,650 +51%
CIC
66
Carnegie Investment Counsel
Ohio
$427K +$2.16K +127 +0.5%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$413K +$60.5K +3,550 +17%
Two Sigma Investments
68
Two Sigma Investments
New York
$398K +$394K +23,112 New
NQWM
69
Northwest Quadrant Wealth Management
Oregon
$379K +$14.8K +866 +4%
IAA
70
Independent Advisor Alliance
North Carolina
$348K -$32.2K -1,889 -9%
WP
71
WealthSource Partners
California
$344K -$8.86K -520 -3%
EH
72
Equitable Holdings
New York
$336K
MIAN
73
Mariner Independent Advisor Network
Kansas
$335K +$341K +20,000 New
GSWM
74
Golden State Wealth Management
California
$321K +$317K +18,600 New
RCAG
75
Rehmann Capital Advisory Group
Michigan
$302K +$298K +17,496 New