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Jack Henry & Associates

Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
501
Ashton Thomas Private Wealth
Arizona
$282K +$30K +172 +13%
DT
502
Diversified Trust
Tennessee
$282K +$269K +1,542 New
TWP
503
Tyche Wealth Partners
Texas
$281K -$428K -2,454 -61%
GS
504
GWN Securities
Florida
$281K +$275K +1,578 New
CCM
505
Coldstream Capital Management
Washington
$274K -$15.9K -91 -6%
Bessemer Group
506
Bessemer Group
New Jersey
$274K +$130K +745 +99%
GI
507
Gradient Investments
Minnesota
$274K
USAA
508
United Services Automobile Association
Texas
$273K +$267K +1,527 New
FFM
509
Forum Financial Management
Illinois
$269K +$23.9K +137 +10%
MAP
510
Moody Aldrich Partners
Massachusetts
$266K -$99.8K -572 -28%
PWP
511
Phillips Wealth Planners
Mississippi
$266K +$33.3K +191 +14%
WG
512
Winton Group
United Kingdom
$266K +$254K +1,454 New
BWL
513
Bogart Wealth LLC
Virginia
$265K
LNB
514
Ledyard National Bank
$263K
GPW
515
Genesis Private Wealth
Virginia
$262K +$251K +1,436 New
TWP
516
Tempus Wealth Planning
California
$262K +$349 +2 +0.1%
VSQM
517
V-Square Quantitative Management
Illinois
$261K
EBA
518
Eagle Bay Advisors
New York
$261K +$30K +172 +14%
RSWM
519
Robertson Stephens Wealth Management
California
$258K -$50.3K -288 -17%
SC
520
Savant Capital
Illinois
$254K -$1.3M -7,453 -84%
Focus Partners Wealth
521
Focus Partners Wealth
Massachusetts
$253K +$24.1K +138 +11%
PFPT
522
Pinnacle Financial Partners (Tennessee)
Tennessee
$253K +$5.24K +30 +2%
TW
523
TritonPoint Wealth
Maryland
$253K -$6.11K -35 -2%
PS
524
Principal Securities
Iowa
$252K
CCA
525
Cadent Capital Advisors
Oklahoma
$247K +$236K +1,353 New