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Compass Diversified

Name Holding Trade Value Shares
Change
Change in
Stake
DI
126
DFPG Investments
Utah
$201K – – –
Acadian Asset Management
127
Acadian Asset Management
Massachusetts
$200K -$1.66M -66,326 -89%
CWM
128
Cranbrook Wealth Management
Michigan
$195K – – –
GWM
129
Geneos Wealth Management
Colorado
$182K – – –
BAM
130
Belpointe Asset Management
Nevada
$148K -$665K -26,602 -81%
APA
131
American Portfolios Advisors
New York
$124K +$525 +21 +0.4%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$114K +$6.13K +245 +5%
SG Americas Securities
133
SG Americas Securities
New York
$112K +$118K +4,729 New
WT
134
Whittier Trust
California
$83K – – –
AIP
135
Ahrens Investment Partners
Louisiana
$71K -$25K -1,000 -25%
WWP
136
WR Wealth Planners
Missouri
$54.2K +$57.1K +2,282 New
ECM
137
Estabrook Capital Management
New York
$48.7K – – –
Bessemer Group
138
Bessemer Group
New Jersey
$48K – – –
HPC
139
HM Payson & Co
Maine
$41K – – –
NWM
140
Nauset Wealth Management
Connecticut
$38K +$39.9K +1,596 New
MCC
141
Money Concepts Capital
Florida
$36K +$37.7K +1,508 New
HIA
142
Harbor Investment Advisory
Maryland
$30K – – –
National Bank of Canada
143
National Bank of Canada
Quebec, Canada
$27K +$23K +920 +409%
Jones Financial Companies
144
Jones Financial Companies
Missouri
$27K +$28.3K +1,130 New
IAS
145
IMA Advisory Services
Colorado
$26K – – –
CWM
146
Cedar Wealth Management
California
$25K – – –
AF
147
Allworth Financial
California
$24K – – –
AP
148
Atwood & Palmer
Missouri
$24K – – –
CFN
149
Cordasco Financial Network
Florida
$24K – – –
LPWM
150
Lake Point Wealth Management
Texas
$24K – – –