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Jack Henry & Associates

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
501
Trueblood Wealth Management
Ohio
$244K +$228K +1,492 New
BWL
502
Bogart Wealth LLC
Virginia
$243K +$153 +1 +0.1%
MA
503
MJP Associates
Connecticut
$242K +$613 +4 +0.3%
BFA
504
Beaumont Financial Advisors
Massachusetts
$242K +$613 +4 +0.3%
NCFG
505
New Century Financial Group
New Jersey
$241K +$226K +1,477 New
MGIA
506
Moneta Group Investment Advisors
Missouri
$241K +$225K +1,472 New
NICM
507
Neo Ivy Capital Management
New York
$240K +$225K +1,470 New
IWA
508
Icon Wealth Advisors
Texas
$239K +$224K +1,465 New
Nomura Holdings
509
Nomura Holdings
Japan
$239K +$224K +1,462 New
EBA
510
Eagle Bay Advisors
New York
$237K +$20.7K +135 +10%
AIM
511
Aigen Investment Management
New York
$233K +$218K +1,424 New
Wellington Management Group
512
Wellington Management Group
Massachusetts
$230K +$215K +1,406 New
CWP
513
Curated Wealth Partners
California
$230K -$5.05K -33 -2%
DWM
514
Dakota Wealth Management
Florida
$229K +$215K +1,401 New
SCA
515
Snowden Capital Advisors
New York
$228K -$38.9K -254 -15%
MWM
516
Moran Wealth Management
Florida
$224K +$210K +1,370 New
MFAM
517
Motley Fool Asset Management
Virginia
$222K -$20.5K -134 -9%
DA
518
Detalus Advisors
Missouri
$221K
SC
519
Savant Capital
Illinois
$221K +$207K +1,350 New
VSQM
520
V-Square Quantitative Management
Illinois
$220K
SCA
521
Summit Creek Advisors
Minnesota
$219K +$205K +1,341 New
GCM
522
Graham Capital Management
Connecticut
$218K -$308K -2,010 -60%
HT
523
Heritage Trust
Oklahoma
$218K +$204K +1,332 New
AAP
524
Arax Advisory Partners
Colorado
$214K -$5.51K -36 -3%
KHC
525
Koesten Hirschmann & Crabtree
Kansas
$213K