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AC
Associated Capital Group
Delisted
AC was delisted on the 4th of September, 2025.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
SPIA
26
Steward Partners Investment Advisory
New York
| $531 | -$4.37K | -133 | -90% |
|
| 27 |
27
Citigroup
New York
| $460 | -$263 | -8 | -38% |
|
| 28 |
28
Wells Fargo
San Francisco,
California
| $16 | -$33 | -1 | Closed |
|
| 29 |
MRI
29
Mad River Investors
Boston,
Massachusetts
| – | -$1.78M | -52,300 | Closed |
|
| 30 |
LIA
30
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| – | -$3.4K | -100 | Closed |
|
| 31 |
IC
31
Innealta Capital
Austin,
Texas
| – | -$510 | -15 | Closed |
|
| 32 |
32
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$394 | +12 | New |
|
| 33 |
AW
33
Avion Wealth
The Woodlands,
Texas
| – | +$492 | +15 | New |
|