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Compass Diversified

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$324K -$140K -5,104 -31%
GSWM
102
Golden State Wealth Management
California
$322K +$12.7K +462 +4%
CT
103
Chicago Trust
Illinois
$321K +$56.4K +2,060 +22%
NA
104
NewEdge Advisors
Louisiana
$320K +$658 +24 +0.2%
SAM
105
Shell Asset Management
Netherlands
$319K -$13.4K -490 -4%
SPIA
106
Steward Partners Investment Advisory
New York
$317K +$55.9K +2,041 +22%
Millennium Management
107
Millennium Management
New York
$317K +$309K +11,263 New
CRWM
108
Castle Rock Wealth Management
California
$307K -$2.96K -108 -1%
PWP
109
Principle Wealth Partners
Connecticut
$301K
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$300K -$22.9K -837 -7%
DFCM
111
Dark Forest Capital Management
Puerto Rico
$297K +$289K +10,537 New
RJT
112
Raymond James Trust
Florida
$284K
Jane Street
113
Jane Street
New York
$284K +$276K +10,085 New
GF
114
Gabelli Funds
New York
$282K +$274K +10,000 New
Canada Life
115
Canada Life
Manitoba, Canada
$274K -$69.8K -2,547 -21%
EBA
116
Eagle Bay Advisors
New York
$270K +$82K +2,992 +45%
HighTower Advisors
117
HighTower Advisors
Illinois
$258K +$250K +9,135 New
Barclays
118
Barclays
United Kingdom
$251K +$214K +7,802 +710%
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$246K +$23K +840 +11%
CWM
120
Cranbrook Wealth Management
Michigan
$230K
SWP
121
Stratos Wealth Partners
Ohio
$230K +$6.66K +243 +3%
FAIM
122
Financial Advocates Investment Management
Washington
$224K +$105K +3,814 New
Northern Trust
123
Northern Trust
Illinois
$221K -$801K -29,240 -79%
MCWS
124
McKinley Carter Wealth Services
West Virginia
$216K +$210K +7,657 New
GWM
125
Geneos Wealth Management
Colorado
$215K