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Affiliated Managers Group

Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Allworth Financial
California
$11K +$11.6K +71 New
GCM
302
Gables Capital Management
Florida
$9K
CAGAS
303
Capital Advisory Group Advisory Services
Minnesota
$8K
HNB
304
Huntington National Bank
Ohio
$7K
VCM
305
Vigilant Capital Management
Maine
$6K +$7.04K +43 New
EI
306
Ellevest Inc
New York
$5K
WBC
307
West Branch Capital
Massachusetts
$5K
JWM
308
Janiczek Wealth Management
Colorado
$5K +$4.09K +25 +278%
CFA
309
Cahill Financial Advisors
Minnesota
$5K +$5.24K +32 New
TPCW
310
TD Private Client Wealth
New York
$4.83K
MPWT
311
MassMutual Private Wealth & Trust
Connecticut
$4K
KIG
312
Kowal Investment Group
Wisconsin
$4K +$4.42K +27 New
CWP
313
Concord Wealth Partners
Virginia
$3K
CFD
314
Creative Financial Designs
Indiana
$3K
EARNEST Partners
315
EARNEST Partners
Georgia
$3K
NFSG
316
Newbridge Financial Services Group
Florida
$3K +$1.64K +10 +111%
BIA
317
Bell Investment Advisors
California
$3K +$2.95K +18 New
ADL
318
Asset Dedication LLC
California
$3K +$3.77K +23 New
AIM
319
Anchor Investment Management
South Carolina
$2.42K
FF
320
FourThought Financial
Florida
$2K -$4.26K -26 -62%
FHA
321
First Horizon Advisors
Tennessee
$2K
GWS
322
Glassman Wealth Services
Virginia
$2K
LPWM
323
Lake Point Wealth Management
Texas
$2K
CI Investments Inc
324
CI Investments Inc
Ontario, Canada
$2K +$327 +2 +18%
Koshinski Asset Management
325
Koshinski Asset Management
Illinois
$1.81K +$1.97K +12 New