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Jack Henry & Associates

Name Holding Trade Value Shares
Change
Change in
Stake
AFWM
501
AMJ Financial Wealth Management
Virginia
$266K -$9.97K -54 -3%
YDMI
502
Y.D. More Investments
Israel
$266K +$276K +1,497 New
MGP
503
Metis Global Partners
California
$266K +$279K +1,513 New
CII
504
Capital International Inc
California
$264K
SW
505
SVB Wealth
Massachusetts
$262K -$171K -926 -38%
LWAC
506
Laurel Wealth Advisors (California)
California
$260K -$12.9K -70 -5%
LFA
507
Legacy Financial Advisors
Kentucky
$259K +$6.46K +35 +2%
BFA
508
Beaumont Financial Advisors
Massachusetts
$259K +$554 +3 +0.2%
CAI
509
Capital Advisors Inc
Oklahoma
$258K
JGC
510
J. Goldman & Co
New York
$258K +$271K +1,467 New
AWM
511
Axxcess Wealth Management
California
$255K +$37.3K +202 +16%
BWL
512
Bogart Wealth LLC
Virginia
$255K -$6.28K -34 -2%
AWM
513
Apollon Wealth Management
South Carolina
$251K +$12.7K +69 +5%
Carson Wealth (CWM LLC)
514
Carson Wealth (CWM LLC)
Nebraska
$242K -$75.3K -408 -23%
CS
515
Comerica Securities
Michigan
$242K +$9.23K +50 +4%
VIA
516
Vident Investment Advisory
Georgia
$240K -$364K -1,972 -59%
TMAM
517
Tokio Marine Asset Management
Japan
$240K +$38.6K +209 +18%
CWP
518
Curated Wealth Partners
California
$239K +$185 +1 +0.1%
MA
519
Mutual Advisors
Nebraska
$239K -$1.29K -7 -0.5%
FFM
520
Fullerton Fund Management
Singapore
$238K +$251K +1,358 New
DA
521
Detalus Advisors
Missouri
$238K +$250K +1,355 New
Vontobel Holding
522
Vontobel Holding
Switzerland
$236K +$29K +157 +13%
HPC
523
HM Payson & Co
Maine
$232K -$27K -146 -10%
MC
524
Moors & Cabot
Massachusetts
$230K +$11.8K +64 +5%
SWA
525
SFMG Wealth Advisors
Texas
$229K