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Compass Diversified

Name Holding Trade Value Shares
Change
Change in
Stake
WT
126
Washington Trust
Rhode Island
$41K
CG
127
Cutler Group
California
$41K +$40.4K +1,600 +3,636%
Lazard Asset Management
128
Lazard Asset Management
New York
$39K
HIA
129
Harbor Investment Advisory
Maryland
$32K
IAS
130
IMA Advisory Services
Colorado
$28K
Barclays
131
Barclays
United Kingdom
$28K +$17.3K +686 +166%
SWM
132
Sugarloaf Wealth Management
Georgia
$26K -$25.3K -1,000 -50%
AF
133
Allworth Financial
California
$26K
CFN
134
Cordasco Financial Network
Florida
$26K
NFG
135
Next Financial Group
Texas
$26K
SSB
136
Sandy Spring Bank
Maryland
$26K
LPWM
137
Lake Point Wealth Management
Texas
$26K +$25.3K +1,000 New
LCM
138
Logan Capital Management
Pennsylvania
$24K
EWM
139
Edge Wealth Management
New York
$21K
CPFP
140
Clear Perspectives Financial Planning
Ohio
$18K +$17.7K +700 New
AWA
141
Arkadios Wealth Advisors
Georgia
$17K -$5.05K -200 -22%
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.6K
JPLA
143
Joseph P. Lucia & Associates
New York
$16K
ASN
144
Advisory Services Network
Georgia
$13K +$12.6K +500 New
OC
145
Oakworth Capital
Alabama
$13K +$12.6K +500 New
CWM
146
Cedar Wealth Management
California
$12K +$11.9K +470 New
PFGIA
147
Patriot Financial Group Insurance Agency
Massachusetts
$10K
Fidelity Investments
148
Fidelity Investments
Massachusetts
$10K +$10.2K +402 New
PCTC
149
Perkins Coie Trust Company
Washington
$9K
TCOV
150
Trust Company of Vermont
Vermont
$9K