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Jack Henry & Associates

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
351
Versant Capital Management
Arizona
$20K -$401 -5 -2%
HPBT
352
High Point Bank & Trust
North Carolina
$20K +$18.7K +233 New
Wealthspire Advisors (Maryland)
353
Wealthspire Advisors (Maryland)
Maryland
$19K -$6.02K -75 -25%
Northwestern Mutual Wealth Management
354
Northwestern Mutual Wealth Management
Wisconsin
$19K +$1.36K +17 +8%
GAM
355
Gemmer Asset Management
California
$18K – – –
Advisory Services Network
356
Advisory Services Network
Georgia
$14K +$13.5K +168 New
SMG
357
Spectrum Management Group
Indiana
$13K – – –
LWM
358
LBA Wealth Management
Florida
$13K +$12K +150 New
Rockefeller Financial Services
359
Rockefeller Financial Services
New York
$13K +$12.5K +156 New
FQ
360
First Quadrant
California
$12K -$57.1K -711 -83%
VNA
361
Valley National Advisers
Pennsylvania
$11K – – –
ADL
362
Asset Dedication LLC
California
$11K +$10K +125 New
IFP Advisors
363
IFP Advisors
Florida
$10K -$234K -2,915 -98%
AF
364
Arrow Financial
New York
$10K – – –
JIC
365
Joel Isaacson & Co
New York
$9K +$8.83K +110 New
SignatureFD
366
SignatureFD
Georgia
$8K +$722 +9 +11%
AIM
367
Acrospire Investment Management
Illinois
$8K +$8.03K +100 New
Harel Insurance Investments & Financial Services
368
Harel Insurance Investments & Financial Services
Israel
$7K – – –
WCBA
369
Weaver C. Barksdale & Associates
Tennessee
$5K – – –
FAM
370
Fortaleza Asset Management
Illinois
$4.23K – – –
Hillsdale Investment Management
371
Hillsdale Investment Management
Ontario, Canada
$4K +$3.61K +45 New
Geneos Wealth Management
372
Geneos Wealth Management
Colorado
$4K +$4.01K +50 New
WEC
373
Winslow Evans & Crocker
Massachusetts
$3.81K -$80 -1 -2%
SA
374
SRH Advisors
Kansas
$3K – – –
TFO
375
Tarbox Family Office
California
$2K – – –