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Affiliated Managers Group

Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
326
National Bank of Canada
Quebec, Canada
$37.1K -$1.26M -7,948 -97%
BF
327
BOK Financial
Oklahoma
$35.9K +$39.8K +252 New
BAM
328
Belpointe Asset Management
Nevada
$33.9K -$350K -2,216 -90%
Nomura Asset Management
329
Nomura Asset Management
Japan
$31.3K -$14.2K -90 -29%
EI
330
Ellevest Inc
New York
$29.8K +$3.48K +22 +12%
TWA
331
TCI Wealth Advisors
Arizona
$29.2K -$158 -1 -0.5%
MC
332
Machina Capital
France
$27.8K +$30.8K +195 New
Fifth Third Bancorp
333
Fifth Third Bancorp
Ohio
$22.8K +$1.26K +8 +5%
IRC
334
Investors Research Corp
Georgia
$21.4K
IA
335
IFP Advisors
Florida
$16.1K -$10.3K -65 -20%
CI Investments Inc
336
CI Investments Inc
Ontario, Canada
$15K +$1.42K +9 +9%
SPIA
337
Steward Partners Investment Advisory
New York
$14.4K
CT
338
Caldwell Trust
Florida
$14.2K
LC
339
Lindbrook Capital
California
$12.8K -$948 -6 -6%
PMFA
340
Plante Moran Financial Advisors
Michigan
$10.4K
C
341
Covestor
United Kingdom
$10K -$26.4K -167 -70%
HI
342
Harbour Investments
Wisconsin
$8.54K +$9.48K +60 New
UB
343
UMB Bank
Missouri
$7.98K
BIA
344
Bell Investment Advisors
California
$7.98K +$1.74K +11 +24%
FFA
345
Farther Finance Advisors
California
$7.69K
DAM
346
Delta Asset Management
Tennessee
$7.55K
RI
347
Ridgewood Investments
New Jersey
$7.12K +$7.9K +50 New
JWA
348
JFS Wealth Advisors
Pennsylvania
$6.27K -$790 -5 -10%
MPWT
349
MassMutual Private Wealth & Trust
Connecticut
$5.84K +$1.11K +7 +21%
PTC
350
Private Trust Company
Ohio
$5.7K +$3.48K +22 +122%