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Affiliated Managers Group
AMG

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
501
Transamerica Financial Advisors
Florida
$4.74K -$3.41K -11 -44%
MAM
502
Marquette Asset Management
Minnesota
$4.4K – – –
PWA
503
Physician Wealth Advisors
Utah
$4.4K +$620 +2 +18%
OC
504
Oakworth Capital
Alabama
$4.4K – – –
DWM
505
Dogwood Wealth Management
Kansas
$4.06K – – –
CCMI
506
Creative Capital Management Investments
California
$4.06K +$3.72K +12 New
HI
507
Harbour Investments
Wisconsin
$4.05K -$620 -2 -14%
CTC
508
Central Trust Company
Missouri
$3.72K +$2.48K +8 +267%
NSIM
509
North Star Investment Management
Illinois
$3.05K -$930 -3 -25%
JWM
510
JPL Wealth Management
Colorado
$3.05K – – –
MCM
511
Manchester Capital Management
Vermont
$3.05K – – –
SIM
512
Synergy Investment Management
Florida
$2.88K +$2.48K +8 New
DPW
513
DiNuzzo Private Wealth
Pennsylvania
$2.71K – – –
HIA
514
HFM Investment Advisors
New Jersey
$2.71K +$1.55K +5 +167%
AFC
515
Ares Financial Consulting
California
$2.71K – – –
HFS
516
Hughes Financial Services
Virginia
$2.71K +$2.17K +7 +700%
BHWM
517
Beaird Harris Wealth Management
Texas
$2.59K – – –
KG
518
Kilter Group
New York
$2.37K -$310 -1 -13%
BHWM
519
Bay Harbor Wealth Management
Maryland
$2.37K – – –
SIC
520
SJS Investment Consulting
Ohio
$2.37K – – –
EC
521
Elequin Capital
New York
$2.37K +$2.17K +7 New
CA
522
Clearstead Advisors
Ohio
$2.03K – – –
SC
523
SouthState Corp
Florida
$2.03K – – –
NA
524
NewEdge Advisors
Louisiana
$2.03K -$2.79K -9 -60%
FHC
525
First Horizon Corporation
Tennessee
$2.03K – – –
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