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Jack Henry & Associates

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
401
Paulson Wealth Management
Illinois
$56K +$53.5K +479 New
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$55K -$120K -1,077 -69%
CG
403
Cutler Group
California
$51K -$91.6K -820 -65%
EWM
404
Endurance Wealth Management
Rhode Island
$50K – – –
FANJ
405
Financial Architects (New Jersey)
New Jersey
$49K -$14.6K -131 -24%
TL
406
TrueWealth LLC
Georgia
$49K +$47K +421 New
SMG
407
Spectrum Management Group
Indiana
$47K – – –
AssetMark Inc
408
AssetMark Inc
California
$47K +$1.23K +11 +3%
CAPTRUST Financial Advisors
409
CAPTRUST Financial Advisors
North Carolina
$47K +$45.1K +404 New
OFW
410
Omnia Family Wealth
Florida
$43K – – –
Northwestern Mutual Wealth Management
411
Northwestern Mutual Wealth Management
Wisconsin
$43K +$2.57K +23 +7%
DSC
412
Duncker Streett & Co
Missouri
$40K – – –
Harel Insurance Investments & Financial Services
413
Harel Insurance Investments & Financial Services
Israel
$38K +$22.3K +200 +159%
FPFS
414
First Personal Financial Services
North Carolina
$35K -$10.6K -95 -24%
Summit Trail Advisors
415
Summit Trail Advisors
New York
$35K +$33K +295 New
DCM
416
Delpha Capital Management
New York
$35K +$33.8K +303 New
OC
417
Oakworth Capital
Alabama
$34K – – –
CPP
418
Crow Point Partners
Massachusetts
$32K – – –
Wealthspire Advisors (Maryland)
419
Wealthspire Advisors (Maryland)
Maryland
$29K +$670 +6 +3%
OWA
420
One Wealth Advisors
California
$26K +$25.2K +226 New
Brown Brothers Harriman & Co
421
Brown Brothers Harriman & Co
New York
$25K – – –
Quadrant Capital Group
422
Quadrant Capital Group
Ohio
$21K -$447 -4 -2%
Evercore Wealth Management
423
Evercore Wealth Management
New York
$20K – – –
GAM
424
Gemmer Asset Management
California
$20K – – –
Altshuler Shaham
425
Altshuler Shaham
Israel
$19K +$18.2K +163 New