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Affiliated Managers Group

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
326
Smartleaf Asset Management
Massachusetts
$20.2K -$697 -4 -3%
IA
327
IFP Advisors
Florida
$19.2K +$3.31K +19 +20%
MTC
328
Matrix Trust Company
Colorado
$18K +$19K +109 New
AS
329
Altshuler Shaham
Israel
$17.3K -$6.28K -36 -26%
PFBT
330
Parkside Financial Bank & Trust
Missouri
$16K +$9.24K +53 +126%
AF
331
Allworth Financial
California
$14.7K -$14.3K -82 -48%
RA
332
Rise Advisors
New York
$12.6K -$3.14K -18 -19%
NEWAS
333
N.E.W. Advisory Services
Wisconsin
$12.6K +$13.1K +75 New
PMFA
334
Plante Moran Financial Advisors
Michigan
$12.3K
BIA
335
Bell Investment Advisors
California
$11.4K
CIBC Private Wealth Group
336
CIBC Private Wealth Group
Georgia
$10.3K -$6.45K -37 -34%
FFA
337
Frazier Financial Advisors
Ohio
$10.3K
CA
338
Continuum Advisory
Idaho
$9.41K +$7.67K +44 +367%
1IA
339
1620 Investment Advisors
Massachusetts
$9.24K
DAM
340
Delta Asset Management
Tennessee
$8.91K
PC
341
Promethos Capital
Massachusetts
$8.4K
GSWM
342
Golden State Wealth Management
California
$7.9K
AA
343
Addison Advisors
Vermont
$7.23K -$6.28K -36 -46%
FPF
344
First Pacific Financial
Washington
$6.55K
GWM
345
Geneos Wealth Management
Colorado
$6.55K +$2.96K +17 +77%
PS
346
Principal Securities
Iowa
$6.1K
HWM
347
Hemington Wealth Management
Virginia
$6K +$1.57K +9 +29%
Optiver Holding
348
Optiver Holding
Netherlands
$5.71K +$5.93K +34 New
MPWT
349
MassMutual Private Wealth & Trust
Connecticut
$5.54K
JWA
350
JFS Wealth Advisors
Pennsylvania
$5.04K