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Compass Diversified

Name Holding Trade Value Shares
Change
Change in
Stake
OA
126
Operose Advisors
Wisconsin
$253K
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$251K
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$245K +$5.4K +240 +2%
SFA
129
Sequoia Financial Advisors
Ohio
$240K +$382 +17 +0.2%
BFS
130
Bard Financial Services
Connecticut
$239K +$246K +10,925 New
KAS
131
Kestra Advisory Services
Texas
$238K +$855 +38 +0.4%
EWS
132
Evergreen Wealth Solutions
Pennsylvania
$237K +$2.18K +97 +0.9%
RCAG
133
Rehmann Capital Advisory Group
Michigan
$236K +$2.56K +114 +1%
Cambridge Investment Research Advisors
134
Cambridge Investment Research Advisors
Iowa
$228K -$6.05K -269 -3%
PI
135
PFG Investments
New York
$223K +$67 +3 +0%
PWP
136
Principle Wealth Partners
Connecticut
$221K
IFG
137
Independent Financial Group
California
$220K +$226K +10,038 New
CC
138
Centiva Capital
New York
$202K +$207K +9,215 New
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$200K +$206K +9,154 New
EC
140
EntryPoint Capital
New York
$184K +$189K +8,396 New
VanEck Associates
141
VanEck Associates
New York
$166K +$28.9K +1,285 +20%
CA
142
Clearstead Advisors
Ohio
$149K +$153K +6,816 New
AIP
143
Ameritas Investment Partners
Nebraska
$137K
ATPW
144
Ashton Thomas Private Wealth
Arizona
$137K +$141K +6,258 New
GWM
145
Geneos Wealth Management
Colorado
$128K
AGWCA
146
Annis Gardner Whiting Capital Advisors
Florida
$92.6K
AAG
147
Armstrong Advisory Group
Massachusetts
$86.4K -$56.1K -2,495 -39%
EBA
148
Eagle Bay Advisors
New York
$72.2K
CWC
149
Carolinas Wealth Consulting
North Carolina
$65.7K
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$65.3K