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Compass Diversified

Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
101
HSBC Holdings
United Kingdom
$358K -$18.9K -952 -6%
1IA
102
1620 Investment Advisors
Massachusetts
$357K +$40 +2 +0%
GJCM
103
Grand Jean Capital Management
California
$349K +$23.3K +1,175 +8%
HSA
104
HBK Sorce Advisory
Pennsylvania
$342K +$219 +11 +0.1%
CT
105
Chicago Trust
Illinois
$323K +$69.5K +3,500 +31%
SPIA
106
Steward Partners Investment Advisory
New York
$283K +$31.9K +1,607 +14%
EH
107
Equitable Holdings
New York
$282K
T. Rowe Price Associates
108
T. Rowe Price Associates
Maryland
$276K +$20.7K +1,044 +9%
CA
109
Cornerstone Advisory
Maryland
$272K
PWP
110
Principle Wealth Partners
Connecticut
$263K
CW
111
CIC Wealth
Maryland
$251K -$29.8K -1,500 -11%
OA
112
Operose Advisors
Wisconsin
$251K
PI
113
PFG Investments
New York
$251K
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$241K +$44.1K +2,221 +25%
SFA
115
Sequoia Financial Advisors
Ohio
$237K +$377 +19 +0.2%
CIAS
116
Capital Investment Advisory Services
North Carolina
$228K
EWS
117
Evergreen Wealth Solutions
Pennsylvania
$225K -$4.73K -238 -2%
RCAG
118
Rehmann Capital Advisory Group
Michigan
$223K +$2.68K +135 +1%
VAS
119
Vestmark Advisory Solutions
Massachusetts
$220K -$13.6K -686 -6%
GA
120
GFS Advisors
Texas
$217K
HighTower Advisors
121
HighTower Advisors
Illinois
$217K +$199K +10,011 New
SAA
122
Southeast Asset Advisors
Georgia
$217K
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$159K -$65.6K -3,301 -31%
AAG
124
Armstrong Advisory Group
Massachusetts
$146K -$26.4K -1,330 -17%
AB
125
Amalgamated Bank
New York
$133K -$8.22K -414 -6%