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Compass Diversified

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$57K +$17K +993 +50%
US Bancorp
102
US Bancorp
Minnesota
$57K +$17.3K +1,012 +51%
RCAG
103
Rehmann Capital Advisory Group
Michigan
$51.8K +$666 +39 +1%
LWM
104
Liberty Wealth Management
California
$46K +$41K +2,399 New
ECM
105
Estabrook Capital Management
New York
$39.2K
JPLA
106
Joseph P. Lucia & Associates
New York
$34K +$18.8K +1,100 +167%
KCPG
107
Kavar Capital Partners Group
Kansas
$31K +$27.3K +1,600 New
HI
108
Human Investing
Oregon
$29K
PFC
109
Phocas Financial Corp
California
$27K +$23.8K +1,392 New
SPIA
110
Steward Partners Investment Advisory
New York
$23K +$20.8K +1,220 New
IAS
111
IMA Advisory Services
Colorado
$21K
BCWM
112
Bartlett & Co Wealth Management
Ohio
$19.1K
First Manhattan
113
First Manhattan
New York
$19K -$566K -33,100 -97%
BC
114
Bartlett & Co
Ohio
$19K
LPWM
115
Lake Point Wealth Management
Texas
$19K
NFG
116
Next Financial Group
Texas
$19K +$17.1K +1,000 New
FHA
117
Flagship Harbor Advisors
Massachusetts
$18K +$12K +700 +275%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$17K +$14.9K +870 New
ACS
119
Archford Capital Strategies
Illinois
$15K
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.4K
HNB
121
Huntington National Bank
Ohio
$11K
BWM
122
Baystate Wealth Management
Massachusetts
$10K
BFEC
123
Benjamin F. Edwards & Company
Missouri
$10K
EWM
124
Edge Wealth Management
New York
$9K
CWA
125
Clarus Wealth Advisors
Arizona
$8K