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Affiliated Managers Group

Name Holding Trade Value Shares
Change
Change in
Stake
RPWA
276
Regent Peak Wealth Advisors
Georgia
$3K +$2.85K +33 New
FCH
277
Freestone Capital Holdings
Washington
$2.03K – – –
VFA
278
Valeo Financial Advisors
Indiana
$2K -$23K -266 -92%
CFD
279
Creative Financial Designs
Indiana
$2K – – –
EARNEST Partners
280
EARNEST Partners
Georgia
$2K – – –
EFSCE
281
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
WEC
282
Winslow Evans & Crocker
Massachusetts
$2K – – –
IAIM
283
International Assets Investment Management
Florida
$2K +$1.99K +23 New
AIM
284
Anchor Investment Management
South Carolina
$1.63K – – –
BCWM
285
Bartlett & Co Wealth Management
Ohio
$1.12K +$950 +11 New
CI Investments Inc
286
CI Investments Inc
Ontario, Canada
$1K -$21.1K -244 -97%
Kayne Anderson Rudnick Investment Management
287
Kayne Anderson Rudnick Investment Management
California
$1K -$5.18K -60 -81%
GWS
288
Glassman Wealth Services
Virginia
$1K – – –
BC
289
Bartlett & Co
Ohio
$1K +$950 +11 New
FHA
290
First Horizon Advisors
Tennessee
$1K +$950 +11 New
IA
291
Inspire Advisors
Idaho
$1K +$1.12K +13 New
PWPS
292
Pinnacle Wealth Planning Services
Ohio
$1K +$1.12K +13 New
RWM
293
Raffa Wealth Management
District of Columbia
$610 – – –
Hotchkis & Wiley Capital Management
294
Hotchkis & Wiley Capital Management
California
– -$2.52M -36,850 Closed
Connor, Clark & Lunn Investment Management (CC&L)
295
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$2.28M -33,300 Closed
BSW
296
Buckingham Strategic Wealth
Missouri
– -$875K -12,794 Closed
CIBC World Market
297
CIBC World Market
Ontario, Canada
– -$455K -6,661 Closed
ONB
298
Old National Bancorp
Indiana
– -$446K -6,525 Closed
AW
299
Alpha Windward
Massachusetts
– -$426K -6,224 Closed
APCM
300
Arbiter Partners Capital Management
New York
– -$410K -6,000 Closed