Institutional Owners for APAM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TURTLE CREEK WEALTH ADVISORS LLC | Stock | 601 | $3,976 | 90 | 0.00 | 90 | +Inf | 12-31-2023 | |
| GLASSMAN WEALTH SERVICES | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| RUSSELL INVESTMENTS GROUP LTD | Common Stock | 603 | $3,753 | 82 | 0.00 | 0.00 | 24 | 41.38 | 03-31-2024 |
| HERITAGE WEALTH MANAGEMENT LLC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 39 | 100.00 | 12-31-2023 |
