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Jack Henry & Associates
JKHY

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
526
Trueblood Wealth Management
Ohio
$242K -$175 -1 -0.1%
SI
527
Seeds Investor
New York
$241K +$230K +1,320 New
SG
528
StoneX Group
New York
$238K +$228K +1,304 New
AAP
529
Arax Advisory Partners
Colorado
$236K -$31.6K -181 -12%
SWA
530
SFMG Wealth Advisors
Texas
$236K -$1.75K -10 -0.8%
MSA
531
MUFG Securities Americas
New York
$236K +$37.2K +213 +20%
GCA
532
Gallagher Capital Advisors
Texas
$234K -$31.8K -182 -12%
PIM
533
Penobscot Investment Management
Massachusetts
$232K -$82K -470 -27%
SWM
534
SeaCrest Wealth Management
New York
$231K -$2.97K -17 -1%
FFG
535
Floyd Financial Group
Missouri
$230K – – –
DWT
536
Dorsey & Whitney Trust
South Dakota
$224K -$13.4K -77 -6%
BAM
537
Belpointe Asset Management
Nevada
$223K +$213K +1,223 New
SMC
538
Smith, Moore & Co
Missouri
$223K -$14.1K -81 -6%
CAM
539
Creekmur Asset Management
Illinois
$221K +$211K +1,210 New
SB
540
Simmons Bank
Arkansas
$219K – – –
AAM
541
Aureus Asset Management
Massachusetts
$218K – – –
CI
542
CX Institutional
Indiana
$217K +$208K +1,189 New
AWM
543
AE Wealth Management
Kansas
$217K – – –
GWM
544
Gibbs Wealth Management
Georgia
$214K +$204K +1,170 New
LP
545
LMR Partners
United Kingdom
$213K +$203K +1,164 New
FFA
546
Founders Financial Alliance
North Carolina
$212K +$203K +1,162 New
MAS
547
Meeder Advisory Services
Ohio
$211K -$11.2K -64 -5%
HT
548
Heritage Trust
Oklahoma
$210K – – –
WPC
549
Wedmont Private Capital
Pennsylvania
$210K -$4.19K -24 -2%
SW
550
SteelPeak Wealth
California
$209K +$698 +4 +0.4%
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