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Affiliated Managers Group

Name Holding Trade Value Shares
Change
Change in
Stake
KPW
276
Kore Private Wealth
New York
$54K +$51.9K +633 New
TI
277
tru Independence
Oregon
$53K +$73.8K +900 New
LTFS
278
Ladenburg Thalmann Financial Services
Florida
$44K -$5.33K -65 -11%
KWM
279
Keebeck Wealth Management
Illinois
$44K +$43.1K +525 New
CFG
280
Citizens Financial Group
Rhode Island
$43K -$21.5K -262 -34%
RIM
281
Rampart Investment Management
Connecticut
$38K -$11.1K -135 -23%
VFA
282
Valeo Financial Advisors
Indiana
$35K
PCM
283
Prelude Capital Management
New York
$33K +$31.7K +387 New
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$28K -$7.46K -91 -22%
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$28K
RWA
286
Ropes Wealth Advisors
Massachusetts
$25K
CG
287
Cutler Group
California
$25K +$24.6K +300 New
WFMPM
288
Woodley Farra Manion Portfolio Management
Indiana
$25K +$24.6K +300 New
AG
289
Advisor Group
Arizona
$24K -$10.3K -126 -31%
LB
290
Legacy Bridge
Iowa
$22K -$14.2K -173 -40%
ADL
291
Asset Dedication LLC
California
$22K
CCA
292
Column Capital Advisors
Indiana
$22K +$21.3K +260 New
CFA
293
Carroll Financial Associates
North Carolina
$21K
AP
294
Americana Partners
Texas
$19K +$19.3K +235 New
SF
295
Synovus Financial
Georgia
$18K
S
296
SignatureFD
Georgia
$16K -$1.15K -14 -7%
VCP
297
Verus Capital Partners
Arizona
$16K +$15.7K +192 New
TPCW
298
TD Private Client Wealth
New York
$15.8K +$15.3K +186 New
Rockefeller Capital Management
299
Rockefeller Capital Management
New York
$14K -$5.74K -70 -29%
PA
300
Parallel Advisors
California
$14K -$5.33K -65 -28%