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Jack Henry & Associates

Name Holding Trade Value Shares
Change
Change in
Stake
DT
476
Diversified Trust
Tennessee
$321K +$43K +242 +16%
S
477
SignatureFD
Georgia
$318K -$3.55K -20 -1%
SO
478
STRS Ohio
Ohio
$313K +$308K +1,735 New
QPW
479
Quantum Private Wealth
Florida
$308K
DAS
480
Dynamic Advisor Solutions
Arizona
$307K -$503K -2,835 -62%
TNA
481
True North Advisors
Texas
$307K
WC
482
Westerkirk Capital
$306K +$302K +1,700 New
EAM
483
Erste Asset Management
Austria
$305K +$304K +1,713 New
CNTOF
484
Canandaigua National Trust of Florida
New York
$305K +$301K +1,693 New
CSPIA
485
Cary Street Partners Investment Advisory
Virginia
$304K +$4.97K +28 +2%
CAM
486
Cresset Asset Management
Illinois
$304K -$120K -675 -29%
Carson Wealth (CWM LLC)
487
Carson Wealth (CWM LLC)
Nebraska
$302K -$32.7K -184 -10%
QEI
488
QSV Equity Investors
Illinois
$302K +$1.24K +7 +0.4%
NAS
489
Nicolet Advisory Services
Wisconsin
$301K -$4.97K -28 -2%
ECM
490
Everence Capital Management
Indiana
$299K
NWWA
491
New Wave Wealth Advisors
Arkansas
$299K +$533 +3 +0.2%
TWM
492
Thrive Wealth Management
Pennsylvania
$298K +$7.99K +45 +3%
SFS
493
Stiles Financial Services
Minnesota
$295K -$28.6K -161 -9%
LCWP
494
Legacy Capital Wealth Partners
Arkansas
$294K -$11.7K -66 -4%
VSQM
495
V-Square Quantitative Management
Illinois
$292K +$33.6K +189 +13%
PWG
496
Portside Wealth Group
Utah
$291K +$9.41K +53 +3%
MSA
497
MUFG Securities Americas
New York
$291K +$57.5K +324 +25%
PWP
498
Phillips Wealth Planners
Mississippi
$290K +$13K +73 +5%
PA
499
Procyon Advisors
Connecticut
$290K +$3.91K +22 +1%
FIM
500
Freedom Investment Management
Connecticut
$290K -$32K -180 -10%