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Jack Henry & Associates

Name Holding Trade Value Shares
Change
Change in
Stake
WB
501
WesBanco Bank
West Virginia
$266K
Fifth Third Bancorp
502
Fifth Third Bancorp
Ohio
$266K +$82.2K +439 +42%
BFA
503
Beaumont Financial Advisors
Massachusetts
$265K
Carson Wealth (CWM LLC)
504
Carson Wealth (CWM LLC)
Nebraska
$265K +$48.9K +261 +22%
CAI
505
Capital Advisors Inc
Oklahoma
$264K +$749 +4 +0.3%
BWL
506
Bogart Wealth LLC
Virginia
$261K +$272K +1,450 New
EF
507
Empirical Finance
Pennsylvania
$256K +$39.7K +212 +17%
LFA
508
Legacy Financial Advisors
Kentucky
$254K -$148K -789 -36%
HPC
509
HM Payson & Co
Maine
$254K +$5.43K +29 +2%
CMBA
510
C.M. Bidwell & Associates
Hawaii
$253K -$5.8K -31 -2%
CWP
511
Curated Wealth Partners
California
$247K +$255K +1,363 New
Vontobel Holding
512
Vontobel Holding
Switzerland
$245K +$31.1K +166 +14%
CS
513
Comerica Securities
Michigan
$237K +$2.43K +13 +1%
MC
514
Moors & Cabot
Massachusetts
$237K +$6.74K +36 +3%
SWA
515
SFMG Wealth Advisors
Texas
$235K -$268K -1,430 -52%
HC
516
Hourglass Capital
Texas
$234K +$243K +1,299 New
BMSSC
517
B. Metzler seel. Sohn & Co
Germany
$233K -$110K -585 -31%
HCM
518
Hollencrest Capital Management
California
$222K
NF
519
Nikulski Financial
Iowa
$220K
DWP
520
Destiny Wealth Partners
Florida
$216K +$125K +665 +124%
CG
521
Caprock Group
Idaho
$216K +$225K +1,202 New
CCA
522
Checchi Capital Advisers
California
$215K +$194K +1,035 New
ONB
523
Old National Bancorp
Indiana
$215K +$223K +1,192 New
Walleye Capital
524
Walleye Capital
New York
$215K +$224K +1,194 New
BPC
525
Banque Pictet & Cie
Switzerland
$208K -$562 -3 -0.3%