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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 |
|
|---|---|---|---|---|---|---|
| 51 |
AG
51
Advisor Group
Phoenix,
Arizona
| $2K | – | – | – |
|
| 52 |
52
Bank of Montreal
Toronto,
Ontario, Canada
| $1K | -$200 | -5 | -11% |
|
| 53 |
RHJA
53
Rice Hall James & Associates
San Diego,
California
| – | -$1.61M | -38,129 | Closed |
|
| 54 |
FIMG
54
Financial & Investment Management Group
Traverse City,
Michigan
| – | -$547K | -12,909 | Closed |
|
| 55 |
PPA
55
Parametric Portfolio Associates
Seattle,
Washington
| – | -$442K | -10,430 | Closed |
|
| 56 |
AA
56
Ancora Advisors
Cleveland,
Ohio
| – | -$425K | -10,050 | Closed |
|
| 57 |
ESBC
57
E.S. Barr & Co
Lexington,
Kentucky
| – | -$277K | -6,533 | Closed |
|
| 58 |
MAM
58
Marquette Asset Management
Minneapolis,
Minnesota
| – | -$239K | -5,640 | Closed |
|
| 59 |
59
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$51K | -1,193 | Closed |
|
| 60 |
CPIG
60
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$20K | -513 | Closed |
|
| 61 |
VFA
61
Valeo Financial Advisors
Carmel,
Indiana
| – | -$1K | -18 | Closed |
|