Institutional Owners for APAM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LINDBROOK CAPITAL LLC | Stock | 551 | $8,925 | 195 | 0.00 | 0.00 | -10 | -4.88 | 03-31-2024 |
| BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 188 | +Inf | 03-31-2022 | |
| QUARRY LP | CL A | 553 | $8,041 | 182 | 0.00 | 0.00 | -172 | -48.59 | 12-31-2023 |
| WIPFLI FINANCIAL ADVISORS LLC | CL A | 554 | $5,000 | 168 | 0.00 | 168 | +Inf | 09-30-2022 |
