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Jack Henry & Associates

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
476
Marquette Asset Management
Minnesota
$68K – – –
DWA
477
Dougherty Wealth Advisers
Minnesota
$57K – – –
OneDigital Investment Advisors
478
OneDigital Investment Advisors
Kansas
$56K – – –
SCA
479
Stonebridge Capital Advisors
Minnesota
$50K +$51.2K +370 New
CWA
480
Clarus Wealth Advisors
Arizona
$49K +$138 +1 +0.3%
EWM
481
Endurance Wealth Management
Rhode Island
$47K – – –
CIA
482
CSat Investment Advisory
Michigan
$47K +$18.3K +132 +61%
FPFS
483
First Personal Financial Services
North Carolina
$46K – – –
SMG
484
Spectrum Management Group
Indiana
$44K -$10.4K -75 -19%
AIM
485
Anchor Investment Management
South Carolina
$43.5K – – –
CAW
486
Cornerstone Advisors (Washington)
Washington
$39K – – –
RTC
487
Riverview Trust Company
Washington
$39K – – –
Walleye Capital
488
Walleye Capital
New York
$39K +$40.6K +294 New
OC
489
Oakworth Capital
Alabama
$38K – – –
FHA
490
Flagship Harbor Advisors
Massachusetts
$34K +$9.96K +72 +39%
Harding Loevner
491
Harding Loevner
New Jersey
$32K +$33.3K +241 New
GAM
492
Gemmer Asset Management
California
$31K – – –
Destination Wealth Management
493
Destination Wealth Management
California
$30K – – –
GLI
494
Guardian Life Insurance
New York
$29K – – –
EWM
495
Executive Wealth Management
Michigan
$28K +$138 +1 +0.5%
First Horizon Advisors
496
First Horizon Advisors
Tennessee
$27K – – –
Global Retirement Partners
497
Global Retirement Partners
California
$25K -$6.36K -46 -20%
Fuller & Thaler Asset Management
498
Fuller & Thaler Asset Management
California
$25K – – –
Cullen/Frost Bankers
499
Cullen/Frost Bankers
Texas
$25K +$25.4K +184 New
TL
500
TrueWealth LLC
Georgia
$24K – – –