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Compass Diversified

Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
101
Victory Capital Management
Texas
$282K -$3.75M -183,107 -93%
Corient Private Wealth
102
Corient Private Wealth
Florida
$254K +$273K +13,331 New
CW
103
CIC Wealth
Maryland
$249K -$512 -25 -0.2%
EH
104
Equitable Holdings
New York
$248K -$102K -5,000 -28%
CA
105
Cornerstone Advisory
Maryland
$239K
PWP
106
Principle Wealth Partners
Connecticut
$232K
PFA
107
Peak Financial Advisors
Colorado
$230K -$70K -3,421 -22%
SFI
108
Susquehanna Fundamental Investments
Pennsylvania
$228K -$202K -9,883 -45%
T. Rowe Price Associates
109
T. Rowe Price Associates
Maryland
$223K +$13.9K +680 +6%
OA
110
Operose Advisors
Wisconsin
$221K
PI
111
PFG Investments
New York
$221K +$237K +11,558 New
SPIA
112
Steward Partners Investment Advisory
New York
$218K +$29.7K +1,450 +15%
CT
113
Chicago Trust
Illinois
$218K
SFA
114
Sequoia Financial Advisors
Ohio
$208K +$348 +17 +0.2%
VAS
115
Vestmark Advisory Solutions
Massachusetts
$207K -$757 -37 -0.3%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$203K +$164 +8 +0.1%
EWS
117
Evergreen Wealth Solutions
Pennsylvania
$203K +$2.03K +99 +0.9%
CIAS
118
Capital Investment Advisory Services
North Carolina
$200K +$215K +10,500 New
RCAG
119
Rehmann Capital Advisory Group
Michigan
$194K +$208K +10,162 New
GA
120
GFS Advisors
Texas
$191K
SAA
121
Southeast Asset Advisors
Georgia
$191K
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$169K
AAG
123
Armstrong Advisory Group
Massachusetts
$154K +$102 +5 +0.1%
AB
124
Amalgamated Bank
New York
$125K -$26.9K -1,313 -17%
GWM
125
Geneos Wealth Management
Colorado
$110K +$61.4K +3,000 +109%