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Jack Henry & Associates

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
551
Forum Financial Management
Illinois
$275K -$35.5K -213 -12%
NIM
552
NEOS Investment Management
Connecticut
$275K +$2.5K +15 +1%
GI
553
Gradient Investments
Minnesota
$274K
FT
554
Fiduciary Trust
Massachusetts
$269K +$246K +1,474 New
CFP
555
Catalyst Financial Partners
Massachusetts
$268K +$245K +1,470 New
BWL
556
Bogart Wealth LLC
Virginia
$267K +$1.5K +9 +0.6%
AFT
557
Alpha Family Trust
California
$266K +$243K +1,460 New
MAP
558
Moody Aldrich Partners
Massachusetts
$259K -$500 -3 -0.2%
SCM
559
Shelton Capital Management
Colorado
$258K -$333K -2,000 -59%
DE
560
Diversified Enterprises
Delaware
$258K -$188K -1,131 -44%
IA
561
IFP Advisors
Florida
$255K -$120K -721 -34%
A
562
AlphaQuest
New York
$253K +$178K +1,070 +336%
DAS
563
Dynamic Advisor Solutions
Arizona
$251K -$28.3K -170 -11%
Bessemer Group
564
Bessemer Group
New Jersey
$251K +$4K +24 +2%
PFW
565
Petros Family Wealth
Minnesota
$251K +$229K +1,373 New
FWIA
566
Fort Washington Investment Advisors
Ohio
$250K +$228K +1,369 New
CAG
567
Crestwood Advisors Group
Massachusetts
$246K +$224K +1,347 New
RSWM
568
Robertson Stephens Wealth Management
California
$245K +$223K +1,340 New
SAM
569
Sompo Asset Management
Japan
$245K +$223K +1,340 New
TP
570
TritonPoint Partners
Maryland
$244K +$223K +1,336 New
CCM
571
Charter Capital Management
Wisconsin
$243K +$222K +1,334 New
HIP
572
HUB Investment Partners
Texas
$241K +$220K +1,323 New
TCM
573
TruNorth Capital Management
Michigan
$240K +$219K +1,316 New
SWA
574
SFMG Wealth Advisors
Texas
$236K +$215K +1,293 New
PFM
575
Patton Fund Management
Texas
$234K +$213K +1,281 New