We are live on ! Find out more
AMG icon

Affiliated Managers Group

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
401
Key Financial Inc
Pennsylvania
$6.24K – – –
CFO
402
CVA Family Office
Colorado
$5.96K – – –
FMII
403
Farmers & Merchants Investments Inc
Nebraska
$5.96K – – –
TWD
404
True Wealth Design
Ohio
$5.53K +$2.87K +13 +130%
FWM
405
FSA Wealth Management
Massachusetts
$5.48K – – –
MFT
406
Moisand Fitzgerald Tamayo
Florida
$5.25K – – –
CFD
407
Creative Financial Designs
Indiana
$4.77K – – –
CSC
408
Caldwell Sutter Capital
California
$4.53K +$4.19K +19 New
TFA
409
Transamerica Financial Advisors
Florida
$4.29K +$3.97K +18 New
PWMG
410
Private Wealth Management Group
New Jersey
$4.05K – – –
MG
411
Mather Group
Illinois
$4.05K +$3.75K +17 New
AA
412
Addison Advisors
Vermont
$3.58K – – –
NA
413
NewEdge Advisors
Louisiana
$3.58K – – –
HPC
414
HM Payson & Co
Maine
$3.34K – – –
MPWT
415
MassMutual Private Wealth & Trust
Connecticut
$3.34K -$6.39K -29 -67%
NWM
416
Nova Wealth Management
Florida
$3.1K – – –
OC
417
Oakworth Capital
Alabama
$3.1K – – –
TIM
418
Tortoise Investment Management
New York
$3.1K +$441 +2 +18%
BI
419
Binnacle Investments
Iowa
$2.86K +$2.65K +12 New
FFO
420
Fortitude Family Office
Arizona
$2.38K – – –
JWM
421
JPL Wealth Management
Colorado
$2.15K +$1.98K +9 New
WWA
422
Wealth Watch Advisors
Colorado
$2.15K +$1.98K +9 New
KG
423
Kilter Group
New York
$1.91K – – –
STB
424
S&T Bank
Pennsylvania
$1.91K +$1.76K +8 New
BHWM
425
Beaird Harris Wealth Management
Texas
$1.83K +$661 +3 +60%