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Jack Henry & Associates

Name Holding Trade Value Shares
Change
Change in
Stake
APA
501
Astoria Portfolio Advisors
New York
$273K
CIM
502
Contravisory Investment Management
Massachusetts
$272K
SIA
503
Schechter Investment Advisors
Michigan
$270K -$12.9K -66 -4%
BWL
504
Bogart Wealth LLC
Virginia
$270K +$6.67K +34 +2%
BFA
505
Beaumont Financial Advisors
Massachusetts
$269K
CAI
506
Capital Advisors Inc
Oklahoma
$269K
HPC
507
HM Payson & Co
Maine
$267K +$11K +56 +4%
CM
508
Capula Management
Cayman Islands
$264K +$284K +1,450 New
LFA
509
Legacy Financial Advisors
Kentucky
$263K +$6.08K +31 +2%
Millennium Management
510
Millennium Management
New York
$255K -$9.15M -46,666 -97%
OTPPB
511
Ontario Teachers' Pension Plan Board
Ontario, Canada
$255K +$274K +1,397 New
OWA
512
One Wealth Advisors
California
$254K +$273K +1,391 New
ASN
513
Advisory Services Network
Georgia
$252K -$55.9K -285 -17%
MA
514
Mutual Advisors
Nebraska
$250K +$269K +1,371 New
CWP
515
Curated Wealth Partners
California
$249K
AWM
516
Apollon Wealth Management
South Carolina
$248K -$67.9K -346 -20%
SFO
517
Stokes Family Office
Louisiana
$247K +$266K +1,355 New
CS
518
Comerica Securities
Michigan
$242K +$1.96K +10 +0.8%
ECG
519
Edge Capital Group
Georgia
$237K -$2.8M -14,256 -92%
SWA
520
SFMG Wealth Advisors
Texas
$236K
HCM
521
Hollencrest Capital Management
California
$235K +$10.2K +52 +4%
KCM
522
Kathmere Capital Management
Pennsylvania
$231K +$249K +1,268 New
QT
523
Quantamental Technologies
New York
$230K -$987K -5,031 -80%
AWM
524
Axxcess Wealth Management
California
$228K +$19.8K +101 +9%
MC
525
Moors & Cabot
Massachusetts
$227K -$14.3K -73 -6%