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Jack Henry & Associates

Name Holding Trade Value Shares
Change
Change in
Stake
AO
401
Advisor OS
Illinois
$554K +$88.2K +545 +20%
SFCL
402
Strengthening Families & Communities LLC
Massachusetts
$539K +$522K +3,228 New
MYIA
403
Mount Yale Investment Advisors
Colorado
$534K -$9.22K -57 -2%
PI
404
PineBridge Investments
New York
$523K +$507K +3,131 New
BRWM
405
B. Riley Wealth Management
Tennessee
$518K +$10.2K +63 +2%
Cerity Partners
406
Cerity Partners
New York
$516K +$500K +3,091 New
CAAS
407
Capital Asset Advisory Services
Michigan
$503K +$30.1K +186 +7%
E
408
Ergoteles
New York
$487K +$141K +869 +42%
IIM
409
Ipswich Investment Management
Massachusetts
$475K -$19.1K -118 -4%
DBRC
410
D.B. Root & Company
Pennsylvania
$475K +$6.96K +43 +2%
SFG
411
Steward Financial Group
Texas
$465K +$451K +2,788 New
SO
412
STRS Ohio
Ohio
$464K -$11.5K -71 -2%
VIA
413
Vident Investment Advisory
Georgia
$457K +$12.3K +76 +3%
SWA
414
SFMG Wealth Advisors
Texas
$456K -$108K -670 -20%
LWAC
415
Laurel Wealth Advisors (California)
California
$456K +$442K +2,731 New
AAM
416
Advisors Asset Management
Colorado
$450K +$69.1K +427 +19%
PIM
417
Penobscot Investment Management
Massachusetts
$449K
William Blair & Company
418
William Blair & Company
Illinois
$447K -$3.08K -19 -0.7%
DCM
419
Donaldson Capital Management
Indiana
$446K +$7.44K +46 +2%
CWM
420
CIBC World Markets
New York
$441K -$251K -1,549 -37%
BCV
421
Banque Cantonale Vaudoise
Switzerland
$434K
NFG
422
Next Financial Group
Texas
$434K +$47.9K +296 +13%
TW
423
TrinityPoint Wealth
Connecticut
$432K +$2.75K +17 +0.7%
LA
424
LVW Advisors
New York
$427K -$77.2K -477 -16%
Swedbank
425
Swedbank
Sweden
$423K