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Jack Henry & Associates
JKHY

Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
601
Ogorek Anthony Joseph
New York
$19K – – –
VNA
602
Valley National Advisers
Pennsylvania
$18.7K -$5.82K -41 -23%
PWAM
603
Private Wealth Asset Management
Iowa
$18K – – –
KAS
604
Kemnay Advisory Services
New York
$17.1K -$1.99K -14 -10%
WA
605
WPG Advisers
Maryland
$16.4K +$3.12K +22 +23%
SAM
606
Smartleaf Asset Management
Massachusetts
$16.3K – – –
PWA
607
Physician Wealth Advisors
Utah
$16K +$284 +2 +2%
EF
608
Entrust Financial
Pennsylvania
$14.9K – – –
ACM
609
Aster Capital Management
United Arab Emirates
$14.7K +$15.2K +107 New
CVM
610
Cheviot Value Management
California
$14.6K – – –
PPC
611
Park Place Capital
Alabama
$14.3K – – –
FAF
612
Fjarde Ap-fonden
Sweden
$13.8K -$10.4M -73,166 -100%
BCM
613
Boreal Capital Management
Florida
$13.8K – – –
PAP
614
Persistent Asset Partners
Hong Kong
$12.8K +$13.2K +93 New
LI
615
LRI Investments
Florida
$12.5K +$12.9K +91 New
TFA
616
Transamerica Financial Advisors
Florida
$12.5K +$3.97K +28 +45%
HIIFS
617
Harel Insurance Investments & Financial Services
Israel
$12K -$44K -310 -78%
AF
618
Align Financial
Minnesota
$11.8K – – –
HWP
619
Highline Wealth Partners
California
$10.6K +$8.37K +59 +328%
FHC
620
First Horizon Corporation
Tennessee
$10.2K -$568 -4 -5%
RF
621
Rossby Financial
Florida
$10.2K -$142 -1 -1%
CPG
622
Cornerstone Planning Group
New Jersey
$9.25K +$1.99K +14 +29%
RIL
623
Rothschild Investment LLC
Illinois
$8.4K -$11.5K -81 -57%
AFC
624
Ares Financial Consulting
California
$7.85K – – –
SS
625
SBI Securities
Japan
$7.58K +$426 +3 +6%
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25
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