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Affiliated Managers Group

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
351
Venturi Wealth Management
Texas
$3.18K +$2.82K +21 New
ADL
352
Asset Dedication LLC
California
$3K
FWM
353
FSA Wealth Management
Massachusetts
$3K +$3.09K +23 New
LFA
354
LGT Financial Advisors
Texas
$2.73K
VCM
355
Versant Capital Management
Arizona
$2.73K +$1.21K +9 +100%
HGA
356
Hobbs Group Advisors
South Carolina
$2.57K +$2.28K +17 New
FMII
357
Farmers & Merchants Investments Inc
Nebraska
$2.42K
TCWA
358
Turtle Creek Wealth Advisors
Texas
$2.12K +$1.88K +14 New
JWM
359
Janiczek Wealth Management
Colorado
$1.97K -$269 -2 -13%
GWS
360
Glassman Wealth Services
Virginia
$1.97K -$134 -1 -7%
MIM
361
Macroview Investment Management
Maryland
$1.82K -$1.75K -13 -52%
PWMG
362
Private Wealth Management Group
New Jersey
$1.82K +$1.61K +12 New
M
363
MOTCO
Texas
$1.82K
MRCM
364
M&R Capital Management
New Jersey
$1.67K
DPW
365
DiNuzzo Private Wealth
Pennsylvania
$1.51K +$1.34K +10 New
JFGIW
366
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.51K +$1.34K +10 New
GRP
367
Global Retirement Partners
California
$1.33K +$269 +2 +29%
SIC
368
SJS Investment Consulting
Ohio
$1.21K -$1.07K -8 -50%
AW
369
Avion Wealth
Texas
$1K
RWM
370
Raffa Wealth Management
District of Columbia
$909
Kayne Anderson Rudnick Investment Management
371
Kayne Anderson Rudnick Investment Management
California
$909 +$806 +6 New
RCM
372
Raleigh Capital Management
North Carolina
$801
AT
373
Arlington Trust
Alabama
$757 +$672 +5 New
BWL
374
Bogart Wealth LLC
Virginia
$606
GWM
375
Geneos Wealth Management
Colorado
$606 +$537 +4 New