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Compass Diversified

Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
101
Financial Architects (New Jersey)
New Jersey
$25K +$16.8K +1,000 +200%
BCWM
102
Bartlett & Co Wealth Management
Ohio
$16.4K +$16.8K +1,000 New
BC
103
Bartlett & Co
Ohio
$16K
US Bancorp
104
US Bancorp
Minnesota
$16K
GRP
105
Global Retirement Partners
California
$16K +$8.12K +484 +102%
IIC
106
Integrated Investment Consultants
Michigan
$16K +$16.8K +1,000 New
KF
107
Krilogy Financial
Missouri
$12K +$12.6K +750 New
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.7K
HNB
109
Huntington National Bank
Ohio
$10K
IWM
110
IHT Wealth Management
Illinois
$10K
BWM
111
Baystate Wealth Management
Massachusetts
$8K
VIA
112
Vantage Investment Advisors
Pennsylvania
$8K
SPIA
113
Steward Partners Investment Advisory
New York
$8K +$8.73K +520 New
PCTC
114
Perkins Coie Trust Company
Washington
$6K
TCOV
115
Trust Company of Vermont
Vermont
$6K
APP
116
Avantax Planning Partners
Iowa
$5K +$5.25K +313 New
WDL
117
Well Done LLC
Michigan
$5K +$5.46K +325 New
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$4K +$4.2K +250 New
RFM
119
Royal Fund Management
Florida
$3K
ASN
120
Advisory Services Network
Georgia
$1K -$13.4K -800 -91%
HI
121
Hudock Inc
Pennsylvania
$1K
AA
122
ALPS Advisors
Colorado
-$3.08M -181,950 Closed
MWNA
123
Marshall Wace North America
New York
-$1.22M -71,999 Closed
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
-$537K -32,016 Closed
TA
125
TMD & Associates
Arizona
-$530K -31,275 Closed