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Affiliated Managers Group
AMG

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
476
JFS Wealth Advisors
Pennsylvania
$13.9K – – –
BWM
477
Bullock Wealth Management
Indiana
$13.8K – – –
GBT
478
Grove Bank & Trust
Florida
$13.2K – – –
PWPS
479
Pinnacle Wealth Planning Services
Ohio
$13.2K – – –
CA
480
Continuum Advisory
Idaho
$12.2K +$11.2K +36 New
EWP
481
Elevation Wealth Partners
California
$11.8K +$7.75K +25 +250%
PAP
482
Persistent Asset Partners
Hong Kong
$11.5K +$10.5K +34 New
MPWT
483
MassMutual Private Wealth & Trust
Connecticut
$11.2K +$5.89K +19 +136%
GWM
484
Geneos Wealth Management
Colorado
$10.8K – – –
HWP
485
Highline Wealth Partners
California
$9.81K +$2.17K +7 +32%
RF
486
Rossby Financial
Florida
$9.47K -$310 -1 -3%
KFI
487
Key Financial Inc
Pennsylvania
$9.14K – – –
ZBNA
488
Zions Bancorporation, National Association
Utah
$9.14K +$5.27K +17 +170%
1IA
489
1620 Investment Advisors
Massachusetts
$8.46K – – –
BBHC
490
Brown Brothers Harriman & Co
New York
$8.12K – – –
CMA
491
Cedar Mountain Advisors
Oregon
$8.12K – – –
FMII
492
Farmers & Merchants Investments Inc
Nebraska
$8.12K – – –
UFPG
493
United Financial Planning Group
New York
$8.12K – – –
TWD
494
True Wealth Design
Ohio
$7.78K – – –
FFO
495
Fortitude Family Office
Arizona
$7.78K +$310 +1 +5%
MFT
496
Moisand Fitzgerald Tamayo
Florida
$7.45K – – –
CFD
497
Creative Financial Designs
Indiana
$6.77K – – –
BWA
498
Basecamp Wealth Advisors
Washington
$5.75K – – –
MG
499
Mather Group
Illinois
$5.75K – – –
PWMG
500
Private Wealth Management Group
New Jersey
$5.75K – – –
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