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Compass Diversified

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
76
Shell Asset Management
Netherlands
$444K -$331K -14,709 -43%
IFG
77
Independent Financial Group
California
$436K -$193K -8,589 -31%
HAIM
78
Hunter Associates Investment Management
Pennsylvania
$433K +$149K +6,600 +55%
RCAG
79
Rehmann Capital Advisory Group
Michigan
$428K +$6.53K +290 +2%
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$427K +$22.5K +999 +6%
PFA
81
Peak Financial Advisors
Colorado
$421K +$409K +18,182 New
TA
82
TrueWealth Advisors
Alabama
$411K -$28.1K -1,250 -7%
Cerity Partners
83
Cerity Partners
New York
$387K -$675 -30 -0.2%
SPIA
84
Steward Partners Investment Advisory
New York
$362K +$47.8K +2,123 +16%
IAA
85
Independent Advisor Alliance
North Carolina
$348K +$293 +13 +0.1%
GJCM
86
Grand Jean Capital Management
California
$345K
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$334K -$20K -887 -6%
ACI
88
AMP Capital Investors
Australia
$325K +$313K +13,900 New
SW
89
SVB Wealth
Massachusetts
$319K +$311K +13,800 New
Jane Street
90
Jane Street
New York
$317K +$308K +13,671 New
OC
91
Oppenheimer & Co
New York
$314K +$1.42K +63 +0.5%
VAS
92
Vestmark Advisory Solutions
Massachusetts
$304K +$14K +624 +5%
EWM
93
Evercore Wealth Management
New York
$303K +$295K +13,110 New
CSS
94
Cubist Systematic Strategies
Connecticut
$276K +$9K +400 +3%
IF
95
Intrua Financial
Texas
$274K +$4.37K +194 +2%
FFG
96
Ford Financial Group
California
$270K
KTA
97
Keeley-Teton Advisors
Illinois
$270K +$262K +11,650 New
AWM
98
AE Wealth Management
Kansas
$270K +$262K +11,661 New
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$269K -$2.57K -114 -1%
WSC
100
Wellington Shields & Co
New York
$268K