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Jack Henry & Associates

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
501
Flagship Harbor Advisors
Massachusetts
$25K +$24.6K +186 New
EIM
502
Essex Investment Management
Massachusetts
$24K -$21.2K -160 -48%
TL
503
TrueWealth LLC
Georgia
$24K
KL
504
KWMG LLC
Kansas
$22K
IWP
505
Icon Wealth Partners
Texas
$22K +$21.4K +162 New
QCG
506
Quadrant Capital Group
Ohio
$19K -$397 -3 -2%
OAJ
507
Ogorek Anthony Joseph
New York
$19K
HIIFS
508
Harel Insurance Investments & Financial Services
Israel
$18K -$14.7K -111 -47%
SLF
509
Sun Life Financial
Ontario, Canada
$18K -$10.7K -81 -38%
AF
510
Arrow Financial
New York
$17K
KPW
511
Kore Private Wealth
New York
$17K +$5.95K +45 +56%
RFM
512
Royal Fund Management
Florida
$16K
FCB
513
First Command Bank
Texas
$15K
FCFS
514
First Command Financial Services
Texas
$15K
CFGS
515
Concourse Financial Group Securities
Alabama
$15K +$1.98K +15 +15%
VCM
516
Versant Capital Management
Arizona
$14K -$2.38K -18 -15%
FMII
517
Farmers & Merchants Investments Inc
Nebraska
$14K +$13K +98 New
LPWM
518
Lake Point Wealth Management
Texas
$14K +$13.8K +104 New
AssetMark Inc
519
AssetMark Inc
California
$12K -$6.61K -50 -38%
GWM
520
Geneos Wealth Management
Colorado
$12K +$11.5K +87 New
MA
521
MUFG Americas
New York
$12K +$11.8K +89 New
OIA
522
Optimum Investment Advisors
Illinois
$11K
Fifth Third Bancorp
523
Fifth Third Bancorp
Ohio
$11K +$8.6K +65 +542%
IA
524
IFP Advisors
Florida
$10K -$141K -1,064 -94%
SMFS
525
Squar Milner Financial Services
California
$10K