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Affiliated Managers Group

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
201
Focus Partners Wealth
Massachusetts
$613K -$7.84K -45 -1%
OTL
202
Oak Thistle LLC
New York
$610K +$155K +888 +32%
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$593K -$42.7K -245 -6%
WF
204
Welch & Forbes
Massachusetts
$588K -$26.1K -150 -4%
GCM
205
Genus Capital Management
British Columbia, Canada
$586K +$608K +3,490 New
MWM
206
Mission Wealth Management
California
$581K -$174 -1 -0%
X
207
Xponance
Pennsylvania
$575K -$59.1K -339 -9%
P
208
&Partners
Tennessee
$559K +$127K +731 +28%
Prudential Financial
209
Prudential Financial
New Jersey
$547K -$272K -1,561 -35%
CAM
210
Cresset Asset Management
Illinois
$543K -$120K -690 -18%
FC
211
Forte Capital
New York
$540K +$62.4K +358 +13%
WGAM
212
Wilkinson Global Asset Management
New York
$538K -$34.9K -200 -6%
HIM
213
Hillsdale Investment Management
Ontario, Canada
$536K +$17.4K +100 +3%
SC
214
Schubert & Co
Texas
$533K -$93.1K -534 -14%
GAM
215
Guinness Asset Management
United Kingdom
$525K -$35.6K -204 -6%
QCG
216
Quadrant Capital Group
Ohio
$522K +$431K +2,475 +393%
Wealth Enhancement Advisory Services
217
Wealth Enhancement Advisory Services
Minnesota
$520K -$18.1K -104 -3%
Kovitz Investment Group Partners
218
Kovitz Investment Group Partners
Illinois
$517K -$6.1K -35 -1%
EI
219
Ethic Inc
New York
$507K -$155K -887 -23%
Dodge & Cox
220
Dodge & Cox
California
$504K -$610K -3,500 -54%
RCM
221
Radnor Capital Management
Pennsylvania
$499K
PCM
222
Polymer Capital Management
New York
$495K +$513K +2,943 New
Stifel Financial
223
Stifel Financial
Missouri
$475K -$16.7K -96 -3%
AI
224
AdvisorShares Investments
Maryland
$474K +$18.5K +106 +4%
VA
225
Vident Advisory
Georgia
$465K -$20.2K -116 -4%