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Affiliated Managers Group
AMG

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
451
Key Financial Inc
Pennsylvania
$7.78K – – –
1IA
452
1620 Investment Advisors
Massachusetts
$7.21K -$1.29K -5 -17%
CFO
453
CVA Family Office
Colorado
$7.21K – – –
FMII
454
Farmers & Merchants Investments Inc
Nebraska
$7.21K – – –
AA
455
Addison Advisors
Vermont
$6.63K +$2.07K +8 +53%
TWD
456
True Wealth Design
Ohio
$6.4K -$258 -1 -4%
MFT
457
Moisand Fitzgerald Tamayo
Florida
$6.34K – – –
TFA
458
Transamerica Financial Advisors
Florida
$6.34K +$1.03K +4 +22%
KFAS
459
Keating Financial Advisory Services
Kansas
$6.05K +$5.43K +21 New
CFD
460
Creative Financial Designs
Indiana
$5.77K – – –
SEP
461
Signature Equity Partners
Ohio
$5.19K +$4.65K +18 New
PWMG
462
Private Wealth Management Group
New Jersey
$4.9K – – –
BWA
463
Basecamp Wealth Advisors
Washington
$4.9K +$4.39K +17 New
HPC
464
HM Payson & Co
Maine
$4.04K – – –
MPWT
465
MassMutual Private Wealth & Trust
Connecticut
$4.04K – – –
HI
466
Harbour Investments
Wisconsin
$3.75K -$4.91K -19 -59%
NWM
467
Nova Wealth Management
Florida
$3.75K – – –
OC
468
Oakworth Capital
Alabama
$3.75K – – –
MAM
469
Marquette Asset Management
Minnesota
$3.75K +$3.36K +13 New
PWA
470
Physician Wealth Advisors
Utah
$3.17K +$2.07K +8 +267%
MCM
471
Manchester Capital Management
Vermont
$3.17K +$2.84K +11 New
FFO
472
Fortitude Family Office
Arizona
$2.88K – – –
EWP
473
Elevation Wealth Partners
California
$2.88K +$2.58K +10 New
IPS
474
Investors Portfolio Services
Washington
$2.62K +$2.33K +9 New
WWA
475
Wealth Watch Advisors
Colorado
$2.6K – – –
17 18
19
20 21