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Jack Henry & Associates

Name Holding Trade Value Shares
Change
Change in
Stake
IFP Advisors
401
IFP Advisors
Florida
$129K – – –
QS Investors
402
QS Investors
New York
$121K -$134K -1,100 -52%
RCAG
403
Rehmann Capital Advisory Group
Michigan
$102K +$103K +845 New
PCP
404
Proficio Capital Partners
Massachusetts
$98K – – –
AWM
405
Aevitas Wealth Management
Massachusetts
$97K – – –
SFG
406
SevenBridge Financial Group
Pennsylvania
$95K -$29.3K -241 -23%
Avantax Planning Partners
407
Avantax Planning Partners
Iowa
$89K +$90K +740 New
CIM
408
Chiron Investment Management
New York
$86K +$6.93K +57 +9%
MFW
409
Mosaic Family Wealth
Missouri
$79K – – –
SignatureFD
410
SignatureFD
Georgia
$68K +$68.6K +564 New
AIM
411
Anchor Investment Management
South Carolina
$66.5K – – –
Global Retirement Partners
412
Global Retirement Partners
California
$64K -$51.2K -421 -44%
C
413
Cerebellum
California
$63K -$108K -892 -63%
CAPTRUST Financial Advisors
414
CAPTRUST Financial Advisors
North Carolina
$63K +$15K +123 +30%
KA
415
Kaizen Advisory
Illinois
$60K -$1.2M -9,892 -95%
PFBT
416
Parkside Financial Bank & Trust
Missouri
$60K – – –
JA
417
JOYN Advisors
Georgia
$56K +$55.8K +459 New
LWM
418
Lenox Wealth Management
Ohio
$52K -$740K -6,088 -93%
EWM
419
Endurance Wealth Management
Rhode Island
$52K – – –
OneDigital Investment Advisors
420
OneDigital Investment Advisors
Kansas
$51K +$50.8K +418 New
CG
421
Cutler Group
California
$49K -$3.77K -31 -7%
FANJ
422
Financial Architects (New Jersey)
New Jersey
$48K -$1.95K -16 -4%
SMG
423
Spectrum Management Group
Indiana
$48K – – –
OFW
424
Omnia Family Wealth
Florida
$44K – – –
IIC
425
Integrated Investment Consultants
Michigan
$44K +$44.2K +363 New