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Affiliated Managers Group

Name Holding Trade Value Shares
Change
Change in
Stake
WG
276
Winton Group
United Kingdom
$212K -$1.32M -7,900 -86%
MCM
277
MAI Capital Management
Ohio
$206K +$210K +1,253 New
ACM
278
Alta Capital Management
Utah
$203K +$208K +1,240 New
SSWM
279
Sheets Smith Wealth Management
North Carolina
$202K +$206K +1,227 New
OTL
280
Oak Thistle LLC
New York
$200K +$204K +1,219 New
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$169K +$172K +1,028 New
SWA
282
Sutton Wealth Advisors
Florida
$149K +$838 +5 +0.6%
ST
283
Smithfield Trust
Pennsylvania
$146K
CAPTRUST Financial Advisors
284
CAPTRUST Financial Advisors
North Carolina
$136K +$12.4K +74 +10%
QC
285
Quent Capital
New York
$133K +$136K +809 New
MCM
286
Manchester Capital Management
Vermont
$132K +$134K +800 New
CCA
287
Column Capital Advisors
Indiana
$126K +$23.1K +138 +22%
MC
288
Maverick Capital
Texas
$121K -$988K -5,894 -89%
HFM
289
Harvest Fund Management
China
$115K
C
290
Covestor
United Kingdom
$84K +$85.5K +510 New
CWS
291
Confluence Wealth Services
Pennsylvania
$79K +$81.3K +485 New
DFCM
292
Dark Forest Capital Management
Puerto Rico
$72K -$77.1K -460 -51%
KBC Group
293
KBC Group
Belgium
$67K +$68.8K +410 New
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$63K +$35.4K +211 +121%
S
295
SignatureFD
Georgia
$56K +$1.34K +8 +2%
TC
296
Truvestments Capital
Florida
$54K
WT
297
Whittier Trust
California
$53K +$17.4K +104 +47%
BWM
298
Baystate Wealth Management
Massachusetts
$51K
IA
299
IFP Advisors
Florida
$46K -$22.8K -136 -33%
SOW
300
State of Wyoming
Wyoming
$44K -$68.3K -407 -60%