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Jack Henry & Associates

Name Holding Trade Value Shares
Change
Change in
Stake
OneDigital Investment Advisors
476
OneDigital Investment Advisors
Kansas
$58K – – –
SMG
477
Spectrum Management Group
Indiana
$55K – – –
CWA
478
Clarus Wealth Advisors
Arizona
$51K +$132 +1 +0.3%
OFW
479
Omnia Family Wealth
Florida
$51K +$397 +3 +0.8%
FANJ
480
Financial Architects (New Jersey)
New Jersey
$49K -$132 -1 -0.3%
EWM
481
Endurance Wealth Management
Rhode Island
$49K – – –
FPFS
482
First Personal Financial Services
North Carolina
$48K – – –
DSC
483
Duncker Streett & Co
Missouri
$47K – – –
AIM
484
Anchor Investment Management
South Carolina
$45.1K – – –
Wealthspire Advisors (Maryland)
485
Wealthspire Advisors (Maryland)
Maryland
$45K +$5.69K +43 +15%
Advisory Services Network
486
Advisory Services Network
Georgia
$45K +$10.8K +82 +33%
RTC
487
Riverview Trust Company
Washington
$41K – – –
CAW
488
Cornerstone Advisors (Washington)
Washington
$40K -$2.78K -21 -7%
OC
489
Oakworth Capital
Alabama
$40K – – –
LFA
490
Legacy Financial Advisors
Kentucky
$38K +$6.08K +46 +20%
Global Retirement Partners
491
Global Retirement Partners
California
$32K -$39.7K -300 -56%
GAM
492
Gemmer Asset Management
California
$32K +$7.8K +59 +34%
Destination Wealth Management
493
Destination Wealth Management
California
$31K +$132 +1 +0.4%
GLI
494
Guardian Life Insurance
New York
$30K – – –
CIA
495
CSat Investment Advisory
Michigan
$30K +$3.7K +28 +15%
EWM
496
Executive Wealth Management
Michigan
$29K -$529 -4 -2%
Cresset Asset Management
497
Cresset Asset Management
Illinois
$29K +$25.7K +194 +1,078%
First Horizon Advisors
498
First Horizon Advisors
Tennessee
$28K – – –
Fuller & Thaler Asset Management
499
Fuller & Thaler Asset Management
California
$26K – – –
AC
500
Avestar Capital
New York
$25K -$397 -3 -2%