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Jack Henry & Associates
JKHY

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
526
Darwin Wealth Management
Florida
$17K +$16.9K +109 New
MDCM
527
Morgan Dempsey Capital Management
Wisconsin
$17K +$17.4K +112 New
FANJ
528
Financial Architects (New Jersey)
New Jersey
$16K – – –
PCM
529
Penserra Capital Management
California
$15K +$3.73K +24 +38%
DAM
530
Delta Asset Management
Tennessee
$14K – – –
GRP
531
Global Retirement Partners
California
$14K – – –
GWM
532
Geneos Wealth Management
Colorado
$13K -$23.3K -150 -63%
CFGS
533
Concourse Financial Group Securities
Alabama
$13K -$9.63K -62 -43%
SL
534
Savior LLC
Massachusetts
$12K – – –
VCM
535
Versant Capital Management
Arizona
$12K – – –
PHK
536
Point72 Hong Kong
Hong Kong
$12K +$11.6K +75 New
BCWM
537
Bartlett & Co Wealth Management
Ohio
$10.2K – – –
CHC
538
City Holding Co
West Virginia
$10K – – –
VFA
539
Valeo Financial Advisors
Indiana
$10K +$2.33K +15 +33%
BC
540
Bartlett & Co
Ohio
$10K +$10.3K +66 New
CFFP
541
Center for Financial Planning
Michigan
$10K +$10.4K +67 New
RWA
542
Ropes Wealth Advisors
Massachusetts
$9K +$9.47K +61 New
SIS
543
Sound Income Strategies
Florida
$8K – – –
LSA
544
Lion Street Advisors
Texas
$8K +$8.39K +54 New
IFAM
545
Institutional & Family Asset Management
Colorado
$7K – – –
SLF
546
Sun Life Financial
Ontario, Canada
$7K +$311 +2 +4%
BWM
547
BerganKDV Wealth Management
Minnesota
$6K – – –
CMBA
548
C.M. Bidwell & Associates
Hawaii
$6K – – –
SA
549
SRH Advisors
Kansas
$6K – – –
FMII
550
Farmers & Merchants Investments Inc
Nebraska
$5K -$9.94K -64 -65%
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