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AFC
Allied Capital Corporation
AFC
AFC
Delisted
AFC was delisted on the 24th of March, 2021.
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 |
|
|---|---|---|---|---|---|---|
| 1 |
LPWM
1
Lake Point Wealth Management
Rockwall,
Texas
| $19K | +$18.8K | +735 | New |
|
| 2 |
PCG
2
Private Capital Group
West Hartford,
Connecticut
| $10K | – | – | – |
|
| 3 |
KIA
3
KCM Investment Advisors
Greenbrae,
California
| – | -$224K | -9,045 | Closed |
|