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Jack Henry & Associates

Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
401
B. Riley Wealth Management
Tennessee
$615K +$2.97K +17 +0.5%
IWP
402
Icon Wealth Partners
Texas
$610K -$72.9K -417 -12%
EP
403
Edgestream Partners
New Jersey
$604K +$536K +3,067 New
LSC
404
Lyon Street Capital
California
$591K -$525K -3,000 -50%
WCM
405
Wedge Capital Management
North Carolina
$586K -$88.7K -507 -15%
NMIMC
406
Northwestern Mutual Investment Management Company
Wisconsin
$571K -$75.9K -434 -13%
EWA
407
EverSource Wealth Advisors
Alabama
$567K +$295K +1,688 +142%
SCA
408
Snowden Capital Advisors
New York
$565K +$65.1K +372 +15%
IIM
409
Ipswich Investment Management
Massachusetts
$561K
AWM
410
Avior Wealth Management
Nebraska
$556K -$97.2K -556 -16%
ACM
411
AlphaCrest Capital Management
New York
$552K -$717K -4,102 -59%
SFG
412
Steward Financial Group
Texas
$548K -$1.05K -6 -0.2%
Canada Pension Plan Investment Board
413
Canada Pension Plan Investment Board
Ontario, Canada
$544K +$467K +2,668 +2,808%
SWA
414
SFMG Wealth Advisors
Texas
$539K
PIM
415
Penobscot Investment Management
Massachusetts
$522K -$7K -40 -1%
MPPW
416
Mitchell & Pahl Private Wealth
Oklahoma
$520K +$56.5K +323 +14%
LA
417
LVW Advisors
New York
$516K +$10.8K +62 +2%
XT
418
XTX Topco
Cayman Islands
$515K +$457K +2,615 New
BCV
419
Banque Cantonale Vaudoise
Switzerland
$513K
TW
420
TrinityPoint Wealth
Connecticut
$511K +$700 +4 +0.2%
Swedbank
421
Swedbank
Sweden
$497K
JF
422
JSF Financial
California
$496K +$441K +2,519 New
HI
423
Horizon Investments
North Carolina
$489K +$434K +2,480 New
BA
424
Bridgewater Advisors
New York
$482K +$9.44K +54 +2%
AWM
425
Axxcess Wealth Management
California
$472K +$179K +1,025 +75%