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Artisan Partners

Name Holding Trade Value Shares
Change
Change in
Stake
NWMP
351
Noble Wealth Management PBC
Colorado
$1.73K +$1.84K +50 New
FMII
352
Farmers & Merchants Investments Inc
Nebraska
$1.55K – – –
JWA
353
JFS Wealth Advisors
Pennsylvania
$1.42K +$368 +10 +32%
TFA
354
Transamerica Financial Advisors
Florida
$1.1K – – –
QL
355
Quarry LP
New York
$1K +$1.07K +29 New
AW
356
Avion Wealth
Texas
$1K – – –
PMFA
357
Plante Moran Financial Advisors
Michigan
$863 +$919 +25 New
PTC
358
Private Trust Company
Ohio
$691 – – –
PWMG
359
Private Wealth Management Group
New Jersey
$588 – – –
CCMI
360
Creative Capital Management Investments
California
$552 +$588 +16 New
DWM
361
Dogwood Wealth Management
Kansas
$518 -$184K -5,005 -100%
JWM
362
JPL Wealth Management
Colorado
$518 – – –
ZBNA
363
Zions Bancorporation, National Association
Utah
$518 – – –
BHWM
364
Bay Harbor Wealth Management
Maryland
$518 +$331 +9 +150%
BGAI
365
Bruce G. Allen Investments
Colorado
$483 – – –
CA
366
Crewe Advisors
Utah
$449 – – –
RWM
367
Rialto Wealth Management
New York
$380 -$699 -19 -63%
GWM
368
Gilpin Wealth Management
Colorado
$380 +$405 +11 New
HIA
369
HFM Investment Advisors
New Jersey
$311 +$257 +7 +350%
AT
370
Arlington Trust
Alabama
$242 – – –
DPW
371
DiNuzzo Private Wealth
Pennsylvania
$208 – – –
TPCW
372
TD Private Client Wealth
New York
$173 – – –
AW
373
Ankerstar Wealth
Texas
$138 -$147 -4 -50%
AG
374
AmeriFlex Group
Nevada
$138 – – –
DCM
375
Davis Capital Management
Florida
$138 +$147 +4 New