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Affiliated Managers Group

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
501
Dogwood Wealth Management
Kansas
$3.32K +$3.62K +12 New
PWA
502
Physician Wealth Advisors
Utah
$3.04K
RWM
503
Rialto Wealth Management
New York
$3.04K +$1.21K +4 +57%
EWP
504
Elevation Wealth Partners
California
$2.77K
ZBNA
505
Zions Bancorporation, National Association
Utah
$2.77K +$3.01K +10 New
MCM
506
Manchester Capital Management
Vermont
$2.49K -$603 -2 -18%
JWM
507
JPL Wealth Management
Colorado
$2.49K +$2.71K +9 New
DPW
508
DiNuzzo Private Wealth
Pennsylvania
$2.21K
KG
509
Kilter Group
New York
$2.21K
BWL
510
Bogart Wealth LLC
Virginia
$2.21K +$1.21K +4 +100%
AFC
511
Ares Financial Consulting
California
$2.19K
BHWM
512
Beaird Harris Wealth Management
Texas
$2.12K
SIC
513
SJS Investment Consulting
Ohio
$1.94K +$603 +2 +40%
BHWM
514
Bay Harbor Wealth Management
Maryland
$1.94K +$904 +3 +75%
IPS
515
Investors Portfolio Services
Washington
$1.82K -$904 -3 -33%
CA
516
Clearstead Advisors
Ohio
$1.66K -$23.5K -78 -93%
SC
517
SouthState Corp
Florida
$1.66K
FHC
518
First Horizon Corporation
Tennessee
$1.66K
Kayne Anderson Rudnick Investment Management
519
Kayne Anderson Rudnick Investment Management
California
$1.66K
RIL
520
Rothschild Investment LLC
Illinois
$1.66K +$1.51K +5 +500%
NB
521
NBT Bank
New York
$1.66K +$1.81K +6 New
WA
522
Whipplewood Advisors
Colorado
$1.66K +$1.81K +6 New
DF
523
Dunhill Financial
United Kingdom
$1.52K +$1.51K +5 New
CH
524
Cromwell Holdings
Wyoming
$1.38K
BLC
525
Brown, Lisle/Cummings
Rhode Island
$1.38K +$1.51K +5 New