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Jack Henry & Associates
JKHY

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
701
Twin Peaks Wealth Advisors
California
$5.06K +$5.48K +32 New
CIAS
702
CBIZ Investment Advisory Services
Ohio
$4.74K -$4.28K -25 -45%
AIM
703
Anchor Investment Management
South Carolina
$4.74K – – –
GTAM
704
Global Trust Asset Management
Florida
$4.74K – – –
W
705
WealthCollab
Washington
$4.43K +$4.8K +28 New
MFP
706
Meramec Financial Planners
Missouri
$4K – – –
DAM
707
Delta Asset Management
Tennessee
$3.95K – – –
RA
708
Rational Advisors
New York
$3.95K – – –
WWM
709
Wolff Wiese Magana
California
$3.95K – – –
JWM
710
JPL Wealth Management
Colorado
$3.79K +$4.11K +24 New
SGK
711
Steigerwald Gordon & Koch
Virginia
$3.63K – – –
CSB
712
City State Bank
Iowa
$3.48K – – –
JSAM
713
J. Safra Asset Management
New York
$3.48K – – –
OC
714
Oakworth Capital
Alabama
$3.32K – – –
CMA
715
Cedar Mountain Advisors
Oregon
$3.32K +$3.6K +21 New
GKIM
716
GW&K Investment Management
Massachusetts
$3K -$685 -4 -20%
SS
717
Sunbelt Securities
Texas
$2.85K +$171 +1 +6%
HWP
718
Highline Wealth Partners
California
$2.85K +$3.08K +18 New
MCM
719
MV Capital Management
Maryland
$2.69K -$343 -2 -11%
TFM
720
TFC Financial Management
Massachusetts
$2.53K +$2.74K +16 New
RS
721
Rakuten Securities
Japan
$2.37K -$171 -1 -6%
BCWM
722
Bartlett & Co Wealth Management
Ohio
$2.29K +$2.57K +15 New
WB
723
Webster Bank
Connecticut
$2.21K – – –
GSEP
724
Golden State Equity Partners
California
$2.21K +$2.4K +14 New
LWM
725
Lodestone Wealth Management
Washington
$2.06K – – –
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