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FOCS

Focus Financial Partners Inc. Class A

Delisted

FOCS was delisted on the 30th of August, 2023.

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
176
Merriman Wealth Management
Washington
$457K
ACM
177
AlphaCrest Capital Management
New York
$456K +$476K +7,640 New
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$438K +$195K +3,140 +75%
PFPT
179
Pinnacle Financial Partners (Tennessee)
Tennessee
$359K +$86K +1,382 +30%
HSBC Holdings
180
HSBC Holdings
United Kingdom
$341K +$353K +5,672 New
IFAM
181
Institutional & Family Asset Management
Colorado
$329K -$59.1K -950 -15%
Stifel Financial
182
Stifel Financial
Missouri
$318K +$332K +5,326 New
GCM
183
Graham Capital Management
Connecticut
$315K +$329K +5,280 New
TFA
184
Triad Financial Advisors
North Carolina
$308K +$321K +5,150 New
Wellington Management Group
185
Wellington Management Group
Massachusetts
$307K -$343K -5,517 -52%
E
186
Ergoteles
New York
$305K +$317K +5,100 New
SIM
187
Sandia Investment Management
Massachusetts
$299K +$311K +5,000 New
HW
188
Hancock Whitney
Mississippi
$297K +$25K +402 +9%
PTC
189
Petrus Trust Company
Texas
$282K +$294K +4,724 New
CIM
190
Contravisory Investment Management
Massachusetts
$281K -$8.4K -135 -3%
FRM
191
Fox Run Management
Connecticut
$278K +$39.5K +635 +16%
Los Angeles Capital Management
192
Los Angeles Capital Management
California
$273K -$1.43K -23 -0.5%
AIP
193
Ameritas Investment Partners
Nebraska
$273K
LPL Financial
194
LPL Financial
California
$249K +$4.67K +75 +2%
FFG
195
Fortem Financial Group
California
$248K
Prudential Financial
196
Prudential Financial
New Jersey
$243K -$29.3K -470 -10%
CG
197
Colony Group
Massachusetts
$241K
PCM
198
Pinz Capital Management
New York
$239K +$249K +4,000 New
TW
199
Transform Wealth
Colorado
$237K -$1.56K -25 -0.6%
CL
200
CIM LLC
New York
$237K +$20.4K +328 +7%