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Compass Diversified

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$916K -$12.4K -553 -1%
WSCM
52
Wellington Shields Capital Management
New York
$881K -$45K -2,000 -5%
Stifel Financial
53
Stifel Financial
Missouri
$874K +$58.5K +2,599 +7%
BAM
54
Belpointe Asset Management
Nevada
$850K +$53.2K +2,365 +7%
LFA
55
Lighthouse Financial Advisors
Maryland
$833K +$215K +9,551 +36%
Millennium Management
56
Millennium Management
New York
$799K +$777K +34,520 New
BRWA
57
B. Riley Wealth Advisors
Florida
$764K +$746K +33,163 New
GCP
58
GSA Capital Partners
United Kingdom
$737K -$1.25M -55,405 -64%
AAS
59
Avantax Advisory Services
Texas
$710K -$80.6K -3,582 -10%
CCA
60
Catalyst Capital Advisors
New York
$701K
SAM
61
Silvercrest Asset Management
New York
$694K
WS
62
Wedbush Securities
California
$667K +$100K +4,459 +18%
GA
63
GFS Advisors
Texas
$637K
DM
64
Delphi Management
Massachusetts
$574K +$558K +24,808 New
Citadel Advisors
65
Citadel Advisors
Florida
$562K -$943K -41,874 -63%
NQWM
66
Northwest Quadrant Wealth Management
Oregon
$557K -$9.68K -430 -2%
SBIA
67
Sheaff Brock Investment Advisors
Indiana
$546K
CIC
68
Carnegie Investment Counsel
Ohio
$542K -$10.2K -453 -2%
CA
69
Cornerstone Advisory
Maryland
$538K -$101K -4,473 -16%
HSA
70
HBK Sorce Advisory
Pennsylvania
$525K +$510K +22,676 New
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$472K
US Bancorp
72
US Bancorp
Minnesota
$469K
PAG
73
Private Advisor Group
New Jersey
$464K -$129K -5,724 -22%
MWM
74
Mission Wealth Management
California
$463K
EH
75
Equitable Holdings
New York
$451K