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Jack Henry & Associates

Name Holding Trade Value Shares
Change
Change in
Stake
GPW
776
Genesis Private Wealth
Virginia
– -$259K -1,438 Closed
VWM
777
Venturi Wealth Management
Texas
– -$258K -1,431 Closed
Great Lakes Advisors
778
Great Lakes Advisors
Illinois
– -$253K -1,407 Closed
TWM
779
Trueblood Wealth Management
Ohio
– -$253K -1,406 Closed
GWM
780
Gibbs Wealth Management
Georgia
– -$248K -1,379 Closed
CCA
781
Cadent Capital Advisors
Oklahoma
– -$245K -1,359 Closed
CCM
782
Charter Capital Management
Wisconsin
– -$240K -1,334 Closed
HB Wealth Management
783
HB Wealth Management
Georgia
– -$240K -1,334 Closed
Atomi Financial Group
784
Atomi Financial Group
New York
– -$238K -1,323 Closed
SWA
785
SFMG Wealth Advisors
Texas
– -$238K -1,322 Closed
LNB
786
Ledyard National Bank
– -$238K -1,320 Closed
PFM
787
Patton Fund Management
Texas
– -$232K -1,287 Closed
TWP
788
Tempus Wealth Planning
California
– -$232K -1,286 Closed
Wedmont Private Capital
789
Wedmont Private Capital
Pennsylvania
– -$228K -1,269 Closed
FFG
790
Floyd Financial Group
Missouri
– -$229K -1,262 Closed
QRG Capital Management
791
QRG Capital Management
Illinois
– -$218K -1,211 Closed
GCA
792
Gallagher Capital Advisors
Texas
– -$212K -1,204 Closed
AAM
793
Aureus Asset Management
Massachusetts
– -$215K -1,196 Closed
DWT
794
Dorsey & Whitney Trust
South Dakota
– -$214K -1,190 Closed
Robertson Stephens Wealth Management
795
Robertson Stephens Wealth Management
California
– -$213K -1,181 Closed
Belpointe Asset Management
796
Belpointe Asset Management
Nevada
– -$211K -1,171 Closed
HT
797
Heritage Trust
Oklahoma
– -$207K -1,150 Closed
PWP
798
Parkwoods Wealth Partners
New York
– -$205K -1,140 Closed
Merit Financial Group
799
Merit Financial Group
Georgia
– -$203K -1,128 Closed
FFA
800
Founders Financial Alliance
North Carolina
– -$202K -1,121 Closed