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Artisan Partners

Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
251
Heritage Wealth Management (Arizona)
Arizona
$2.32K +$1.2K +39 +100%
FHA
252
First Horizon Advisors
Tennessee
$2.08K +$2.15K +70 New
FRA
253
Front Row Advisors
California
$2K
UB
254
UMB Bank
Missouri
$2K
RFG
255
RFP Financial Group
Georgia
$1.93K +$2K +65 New
PFBT
256
Parkside Financial Bank & Trust
Missouri
$1.51K -$11.6K -378 -88%
CSPIA
257
Cary Street Partners Investment Advisory
Virginia
$1.49K +$1.54K +50 New
FA
258
Fiduciary Alliance
South Carolina
$1.1K +$1.14K +37 New
USCWA
259
U.S. Capital Wealth Advisors
Texas
$980 +$1.01K +33 New
AF
260
Allworth Financial
California
$950 -$215 -7 -18%
PWMG
261
Prestige Wealth Management Group
New Jersey
$802 +$830 +27 New
JWA
262
JFS Wealth Advisors
Pennsylvania
$772 +$307 +10 +63%
EI
263
Ellevest Inc
New York
$683 +$707 +23 New
CPG
264
Cornerstone Planning Group
New Jersey
$561 +$492 +16 New
SC
265
Schubert & Co
Texas
$475 +$184 +6 +60%
SIC
266
SJS Investment Consulting
Ohio
$327 -$246 -8 -42%
DI
267
Disciplined Investments
Oklahoma
$238 -$61 -2 -20%
AF
268
Advisornet Financial
Minnesota
$119 +$123 +4 New
Fayez Sarofim & Co
269
Fayez Sarofim & Co
Texas
-$16.2M -600,000 Closed
Boston Partners
270
Boston Partners
Massachusetts
-$12.3M -450,269 Closed
SFI
271
Susquehanna Fundamental Investments
Pennsylvania
-$1.47M -54,451 Closed
TI
272
Tidal Investments
Wisconsin
-$1.04M -38,707 Closed
ACM
273
AlphaCrest Capital Management
New York
-$431K -16,001 Closed
Walleye Trading
274
Walleye Trading
New York
-$470K -15,308 Closed
LIG
275
Lokken Investment Group
Delaware
-$329K -12,215 Closed