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Affiliated Managers Group

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
451
Asset Dedication LLC
California
$21K – – –
NEWAS
452
N.E.W. Advisory Services
Wisconsin
$20.8K – – –
BIA
453
Bell Investment Advisors
California
$19.4K +$603 +2 +3%
BF
454
BOK Financial
Oklahoma
$18.8K -$5.42K -18 -21%
CFO
455
CVA Family Office
Colorado
$18.5K +$12.7K +42 +168%
CI
456
CX Institutional
Indiana
$18K +$19.9K +66 New
FFA
457
Frazier Financial Advisors
Ohio
$18K +$1.21K +4 +7%
C
458
Covestor
United Kingdom
$17K -$13K -43 -43%
DAM
459
Delta Asset Management
Tennessee
$14.7K – – –
LI
460
LRI Investments
Florida
$13.8K +$3.31K +11 +28%
KFA
461
Kelleher Financial Advisors
New York
$13.6K – – –
GSWM
462
Golden State Wealth Management
California
$13K – – –
ECSS
463
Eurizon Capital SGR SpA
$12.7K +$14.2K +47 New
TC
464
Tacita Capital
Ontario, Canada
$12.7K +$13.9K +46 New
JWA
465
JFS Wealth Advisors
Pennsylvania
$11.3K +$904 +3 +8%
FPF
466
First Pacific Financial
Washington
$11.3K +$3.62K +12 +41%
BWM
467
Bullock Wealth Management
Indiana
$11.2K – – –
Toronto Dominion Bank
468
Toronto Dominion Bank
Ontario, Canada
$11K -$603 -2 -5%
PWPS
469
Pinnacle Wealth Planning Services
Ohio
$10.8K +$603 +2 +5%
GBT
470
Grove Bank & Trust
Florida
$10.8K +$1.21K +4 +11%
GWM
471
Geneos Wealth Management
Colorado
$8.85K – – –
KFAS
472
Keating Financial Advisory Services
Kansas
$8.85K +$3.31K +11 +52%
RF
473
Rossby Financial
Florida
$7.93K -$94K -312 -91%
KFI
474
Key Financial Inc
Pennsylvania
$7.47K – – –
1IA
475
1620 Investment Advisors
Massachusetts
$6.92K – – –