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Jack Henry & Associates
JKHY

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
501
Mount Yale Investment Advisors
Colorado
$279K +$311K +1,872 New
FC
502
FORA Capital
Florida
$274K +$305K +1,840 New
PMG
503
Private Management Group
California
$274K – – –
GS
504
GTS Securities
Florida
$273K +$304K +1,831 New
CPIG
505
Chicago Partners Investment Group
Illinois
$271K +$292K +1,756 New
NAS
506
Nicolet Advisory Services
Wisconsin
$270K +$830 +5 +0.3%
CAM
507
Cresset Asset Management
Illinois
$270K +$21.1K +127 +8%
PGWM
508
Pitti Group Wealth Management
New York
$268K – – –
MWM
509
Modern Wealth Management
Kansas
$267K -$97.9K -590 -25%
AG
510
Ascent Group
Virginia
$266K +$82K +494 +38%
KHC
511
Koesten Hirschmann & Crabtree
Kansas
$266K -$23.9K -144 -7%
EBSAM
512
Eubel Brady & Suttman Asset Management
Ohio
$263K +$294K +1,769 New
FWP
513
FAS Wealth Partners
Kansas
$260K -$97.8K -589 -25%
SO
514
STRS Ohio
Ohio
$259K +$166 +1 +0.1%
PWP
515
Phillips Wealth Planners
Mississippi
$257K +$21.9K +132 +8%
GCM
516
Gallacher Capital Management
Colorado
$257K +$287K +1,728 New
FFM
517
Forum Financial Management
Illinois
$256K +$62.3K +375 +28%
AO
518
Advisor OS
Illinois
$256K -$84.5K -509 -23%
TNA
519
True North Advisors
Texas
$256K +$2.32K +14 +0.8%
LNWWM
520
Laird Norton Wetherby Wealth Management
California
$255K -$29.4K -177 -9%
QPW
521
Quantum Private Wealth
Florida
$255K – – –
IA
522
Inspire Advisors
Idaho
$255K +$284K +1,710 New
RWM
523
Ritholtz Wealth Management
New York
$254K -$301K -1,816 -52%
HT
524
Headlands Technologies
Illinois
$254K +$283K +1,703 New
WC
525
Westerkirk Capital
$253K – – –
19 20
21
22 23