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Jack Henry & Associates

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
576
Patton Fund Management
Texas
$226K +$25.4K +148 +12%
IAIM
577
International Assets Investment Management
Florida
$223K -$29.1K -170 -11%
RIA
578
Regal Investment Advisors
Michigan
$223K +$241K +1,409 New
IA
579
IFP Advisors
Florida
$221K +$343 +2 +0.1%
FT
580
Fiduciary Trust
Massachusetts
$221K -$13.2K -77 -5%
MAP
581
Moody Aldrich Partners
Massachusetts
$220K -$5.14K -30 -2%
RSWM
582
Robertson Stephens Wealth Management
California
$215K +$3.77K +22 +2%
DE
583
Diversified Enterprises
Delaware
$211K -$12.8K -75 -5%
CCM
584
Charter Capital Management
Wisconsin
$211K
VIM
585
Vinva Investment Management
Australia
$210K +$230K +1,342 New
BBHC
586
Brown Brothers Harriman & Co
New York
$209K +$65.3K +381 +40%
CIS
587
Custom Index Systems
New York
$207K +$224K +1,308 New
GA
588
Goldstein Advisors
Wisconsin
$206K +$223K +1,302 New
SWA
589
SFMG Wealth Advisors
Texas
$204K
IC
590
Inscription Capital
Texas
$202K +$219K +1,279 New
BRWA
591
B. Riley Wealth Advisors
Florida
$202K -$115K -672 -34%
DWT
592
Dorsey & Whitney Trust
South Dakota
$201K +$14.4K +84 +7%
DAS
593
Dynamic Advisor Solutions
Arizona
$200K -$19K -111 -8%
KPWS
594
Kestra Private Wealth Services
Texas
$200K -$827K -4,829 -79%
ETC
595
Exchange Traded Concepts
Oklahoma
$186K -$821K -4,795 -80%
HNB
596
Hilltop National Bank
Wyoming
$185K +$52.8K +308 +36%
DWP
597
Destiny Wealth Partners
Florida
$149K +$161K +942 New
Walleye Trading
598
Walleye Trading
New York
$148K -$402K -2,349 -72%
HNB
599
Huntington National Bank
Ohio
$140K +$28.1K +164 +23%
MTIC
600
Missouri Trust & Investment Company
Missouri
$134K +$64.2K +375 +80%