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Affiliated Managers Group

Name Holding Trade Value Shares
Change
Change in
Stake
OC
501
Oakworth Capital
Alabama
$3.6K – – –
NSIM
502
North Star Investment Management
Illinois
$3.32K +$904 +3 +33%
DWM
503
Dogwood Wealth Management
Kansas
$3.32K +$3.62K +12 New
PWA
504
Physician Wealth Advisors
Utah
$3.04K – – –
RWM
505
Rialto Wealth Management
New York
$3.04K +$1.21K +4 +57%
EWP
506
Elevation Wealth Partners
California
$2.77K – – –
ZBNA
507
Zions Bancorporation, National Association
Utah
$2.77K +$3.01K +10 New
MCM
508
Manchester Capital Management
Vermont
$2.49K -$603 -2 -18%
JWM
509
JPL Wealth Management
Colorado
$2.49K +$2.71K +9 New
DPW
510
DiNuzzo Private Wealth
Pennsylvania
$2.21K – – –
KG
511
Kilter Group
New York
$2.21K – – –
BWL
512
Bogart Wealth LLC
Virginia
$2.21K +$1.21K +4 +100%
AFC
513
Ares Financial Consulting
California
$2.19K – – –
BHWM
514
Beaird Harris Wealth Management
Texas
$2.12K – – –
SIC
515
SJS Investment Consulting
Ohio
$1.94K +$603 +2 +40%
BHWM
516
Bay Harbor Wealth Management
Maryland
$1.94K +$904 +3 +75%
IPS
517
Investors Portfolio Services
Washington
$1.82K -$904 -3 -33%
CA
518
Clearstead Advisors
Ohio
$1.66K -$23.5K -78 -93%
SC
519
SouthState Corp
Florida
$1.66K – – –
FHC
520
First Horizon Corporation
Tennessee
$1.66K – – –
Kayne Anderson Rudnick Investment Management
521
Kayne Anderson Rudnick Investment Management
California
$1.66K – – –
RIL
522
Rothschild Investment LLC
Illinois
$1.66K +$1.51K +5 +500%
NB
523
NBT Bank
New York
$1.66K +$1.81K +6 New
WA
524
Whipplewood Advisors
Colorado
$1.66K +$1.81K +6 New
DF
525
Dunhill Financial
United Kingdom
$1.52K +$1.51K +5 New