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Artisan Partners
APAM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
351
Ares Financial Consulting
California
$2.01K – – –
FMII
352
Farmers & Merchants Investments Inc
Nebraska
$1.64K – – –
WSFG
353
Wall Street Financial Group
Illinois
$1.64K +$1.84K +45 New
GC
354
Globeflex Capital
California
$1.38K – – –
TFA
355
Transamerica Financial Advisors
Florida
$1.16K -$82 -2 -6%
JWA
356
JFS Wealth Advisors
Pennsylvania
$1.13K -$573 -14 -31%
RWM
357
Rialto Wealth Management
New York
$1.09K +$409 +10 +50%
NSIM
358
North Star Investment Management
Illinois
$1.09K +$1.23K +30 New
AW
359
Avion Wealth
Texas
$1K +$41 +1 +2%
IWS
360
Intentional Wealth Strategies
Colorado
$837 +$941 +23 New
PTC
361
Private Trust Company
Ohio
$728 – – –
PWMG
362
Private Wealth Management Group
New Jersey
$619 – – –
GSEP
363
Golden State Equity Partners
California
$562 +$613 +15 New
JWM
364
JPL Wealth Management
Colorado
$546 +$613 +15 New
ZBNA
365
Zions Bancorporation, National Association
Utah
$546 +$613 +15 New
BIM
366
Breakwater Investment Management
Washington
$510 +$573 +14 New
BGAI
367
Bruce G. Allen Investments
Colorado
$509 -$204 -5 -26%
CA
368
Crewe Advisors
Utah
$474 +$532 +13 New
ACA
369
American Capital Advisory
Idaho
$364 +$409 +10 New
SIC
370
SJS Investment Consulting
Ohio
$292 +$123 +3 +60%
AW
371
Ankerstar Wealth
Texas
$291 -$286 -7 -47%
CFB
372
Cullen/Frost Bankers
Texas
$278 -$24K -586 -99%
AT
373
Arlington Trust
Alabama
$255 +$286 +7 New
DPW
374
DiNuzzo Private Wealth
Pennsylvania
$219 – – –
BHWM
375
Bay Harbor Wealth Management
Maryland
$218 -$82 -2 -25%
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15
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