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Jack Henry & Associates

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
426
Wealthspire Advisors (Maryland)
Maryland
$50K +$16.9K +136 +55%
CWA
427
Clarus Wealth Advisors
Arizona
$49K +$50.2K +405 New
OFW
428
Omnia Family Wealth
Florida
$48K
DSC
429
Duncker Streett & Co
Missouri
$45K
FPFS
430
First Personal Financial Services
North Carolina
$45K +$5.46K +44 +15%
Northwestern Mutual Wealth Management
431
Northwestern Mutual Wealth Management
Wisconsin
$43K -$1.99K -16 -5%
AIM
432
Anchor Investment Management
South Carolina
$42.4K -$27.9K -225 -41%
CG
433
Cutler Group
California
$39K -$13.6K -110 -27%
CAW
434
Cornerstone Advisors (Washington)
Washington
$39K +$35.4K +285 +2,036%
AssetMark Inc
435
AssetMark Inc
California
$38K -$3.72K -30 -9%
OC
436
Oakworth Capital
Alabama
$38K
Carson Wealth (CWM LLC)
437
Carson Wealth (CWM LLC)
Nebraska
$37K
HIIFS
438
Harel Insurance Investments & Financial Services
Israel
$31K -$4.96K -40 -14%
AC
439
Avestar Capital
New York
$29K +$11.5K +93 +60%
BBHC
440
Brown Brothers Harriman & Co
New York
$28K
OWA
441
One Wealth Advisors
California
$27K -$620 -5 -2%
FHA
442
First Horizon Advisors
Tennessee
$26K +$26.3K +212 New
CPIG
443
Chicago Partners Investment Group
Illinois
$23K
GAM
444
Gemmer Asset Management
California
$23K
ASN
445
Advisory Services Network
Georgia
$22K -$176K -1,421 -90%
QCG
446
Quadrant Capital Group
Ohio
$22K
KL
447
KWMG LLC
Kansas
$21K +$19.9K +160 New
JA
448
JOYN Advisors
Georgia
$20K -$38.2K -308 -67%
OAJ
449
Ogorek Anthony Joseph
New York
$18K
IWP
450
Icon Wealth Partners
Texas
$18K +$16.9K +136 New