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Compass Diversified

Name Holding Trade Value Shares
Change
Change in
Stake
WMA
101
West Michigan Advisors
Michigan
$290K
SFI
102
SPC Financial Inc
Maryland
$288K -$30K -1,600 -9%
PFA
103
Peak Financial Advisors
Colorado
$282K -$20.2K -1,074 -6%
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$277K -$305K -16,230 -52%
GJCM
105
Grand Jean Capital Management
California
$272K
RWA
106
Redmont Wealth Advisors
Illinois
$270K -$49.4K -2,630 -15%
CW
107
CIC Wealth
Maryland
$239K +$246K +13,100 New
EL
108
EMFO LLC
Florida
$237K +$56.3K +3,000 +30%
CA
109
Cornerstone Advisory
Maryland
$228K
Janus Henderson Group
110
Janus Henderson Group
$222K
PWP
111
Principle Wealth Partners
Connecticut
$221K +$3.19K +170 +1%
WSC
112
Wellington Shields & Co
New York
$216K
OA
113
Operose Advisors
Wisconsin
$211K
CT
114
Chicago Trust
Illinois
$208K
T. Rowe Price Associates
115
T. Rowe Price Associates
Maryland
$200K +$206K +10,996 New
SFA
116
Sequoia Financial Advisors
Ohio
$198K +$204K +10,879 New
VAS
117
Vestmark Advisory Solutions
Massachusetts
$198K +$6.21K +331 +3%
JF
118
Jump Financial
Illinois
$197K +$203K +10,800 New
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$193K -$864 -46 -0.4%
EWS
120
Evergreen Wealth Solutions
Pennsylvania
$192K +$2.01K +107 +1%
CG
121
Caprock Group
Idaho
$182K
SAA
122
Southeast Asset Advisors
Georgia
$182K
GA
123
GFS Advisors
Texas
$182K
SPIA
124
Steward Partners Investment Advisory
New York
$182K -$48.7K -2,594 -21%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$162K +$29.7K +1,580 +22%