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Jack Henry & Associates

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
651
Prestige Wealth Management Group
New Jersey
$3.86K -$2.41K -17 -38%
RA
652
Rational Advisors
New York
$3.58K +$142 +1 +4%
DAM
653
Delta Asset Management
Tennessee
$3.44K – – –
WWM
654
Wolff Wiese Magana
California
$3.44K – – –
SGK
655
Steigerwald Gordon & Koch
Virginia
$3.17K – – –
SEP
656
Signature Equity Partners
Ohio
$3.17K +$3.26K +23 New
EWP
657
Elevation Wealth Partners
California
$3.03K -$5.96K -42 -66%
CSB
658
City State Bank
Iowa
$3.03K – – –
SWM
659
SHP Wealth Management
Massachusetts
$3.03K +$1.56K +11 +100%
TC
660
Trust Company
Kansas
$2.89K -$1.7M -11,980 -100%
CJ
661
Caitlin John
Michigan
$2.89K -$733K -5,166 -100%
CMA
662
Cedar Mountain Advisors
Oregon
$2.89K – – –
OC
663
Oakworth Capital
Alabama
$2.89K – – –
CIA
664
Cape Investment Advisory
Georgia
$2.34K +$2.41K +17 New
MCM
665
MV Capital Management
Maryland
$2.2K -$142 -1 -6%
BCWM
666
Bartlett & Co Wealth Management
Ohio
$2.2K +$142 +1 +7%
SSG
667
Summit Securities Group
New York
$2.2K +$568 +4 +33%
RS
668
Rakuten Securities
Japan
$2.07K – – –
FFO
669
Fortitude Family Office
Arizona
$1.93K -$4.26K -30 -68%
FCAS
670
First Command Advisory Services
Texas
$1.93K +$993 +7 +100%
CCMI
671
Creative Capital Management Investments
California
$1.93K +$1.99K +14 New
LWM
672
Lodestone Wealth Management
Washington
$1.79K – – –
JWM
673
JPL Wealth Management
Colorado
$1.65K -$1.7K -12 -50%
KG
674
Kilter Group
New York
$1.52K +$426 +3 +38%
FMP
675
Financial Management Professionals
Texas
$1.38K – – –