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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 |
26
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $725 | +$36 | +1 | +5% |
|
| 27 |
SPIA
27
Steward Partners Investment Advisory
New York
| $514 | – | – | – |
|
| 28 |
28
Citigroup
New York
| $206 | -$255 | -7 | -54% |
|
| 29 |
29
Wells Fargo
San Francisco,
California
| $32 | +$36 | +1 | New |
|
| 30 |
DAS
30
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$449K | -12,675 | Closed |
|
| 31 |
BTI
31
Blue Trust Inc
Alpharetta,
Georgia
| – | -$17K | -500 | Closed |
|