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Jack Henry & Associates

Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
501
CI Investments Inc
Ontario, Canada
$178K +$85.1K +490 +81%
CFGS
502
Concourse Financial Group Securities
Alabama
$172K +$168K +967 +1,040%
Carson Wealth (CWM LLC)
503
Carson Wealth (CWM LLC)
Nebraska
$170K
PCG
504
Private Capital Group
Connecticut
$168K -$24K -138 -12%
PFBT
505
Parkside Financial Bank & Trust
Missouri
$160K -$9.03K -52 -5%
EIP
506
Ellis Investment Partners
Pennsylvania
$153K
Rockefeller Capital Management
507
Rockefeller Capital Management
New York
$139K -$45.1K -260 -23%
BWA
508
Burt Wealth Advisors
Maryland
$137K
FWM
509
Focused Wealth Management
New York
$126K +$135K +775 New
FCA
510
FinTrust Capital Advisors
South Carolina
$123K
HIIFS
511
Harel Insurance Investments & Financial Services
Israel
$123K +$114K +656 +669%
First Manhattan
512
First Manhattan
New York
$116K
MIFH
513
Migdal Insurance & Financial Holdings
Israel
$111K +$117K +674 +8,425%
LS
514
Livforsakringsbolaget Skandia
Sweden
$98K -$86.8K -500 -45%
WPA
515
West Paces Advisors
Georgia
$95.1K
CSPIA
516
Cary Street Partners Investment Advisory
Virginia
$92K +$98.1K +565 New
LJHT
517
Laurie J. Hall Trustee
$87K +$92.5K +533 New
CH
518
Canton Hathaway
Rhode Island
$86K +$91.5K +527 New
ME
519
McIlrath & Eck
Washington
$81K
MAM
520
Marquette Asset Management
Minnesota
$75K
CAW
521
Cornerstone Advisors (Washington)
Washington
$74K +$174 +1 +0.2%
TAIM
522
TD Ameritrade Investment Management
Nebraska
$72K +$4.86K +28 +7%
DWA
523
Dougherty Wealth Advisers
Minnesota
$69K
CIA
524
CSat Investment Advisory
Michigan
$68K +$10.9K +63 +18%
CFB
525
Cullen/Frost Bankers
Texas
$65K +$34.9K +201 +100%