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Ameriprise Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
401
CIBC World Market
Ontario, Canada
$739K -$723K -5,161 -51%
NMIMC
402
Northwestern Mutual Investment Management Company
Wisconsin
$733K -$13.2K -94 -2%
CAPTRUST Financial Advisors
403
CAPTRUST Financial Advisors
North Carolina
$731K -$45.4K -324 -6%
FBFS
404
First Business Financial Services
Wisconsin
$722K +$24.5K +175 +4%
V
405
Veritable
Delaware
$719K +$21K +150 +3%
AWM
406
Altium Wealth Management
New York
$697K +$9.53K +68 +1%
PT
407
Plimoth Trust
Massachusetts
$695K -$21K -150 -3%
AAM
408
Auxier Asset Management
Oregon
$693K -$2.8K -20 -0.4%
WIP
409
Wellesley Investment Partners
Massachusetts
$692K +$31.2K +223 +5%
Jennison Associates
410
Jennison Associates
New York
$688K +$655K +4,676 New
VCA
411
Verdence Capital Advisors
Maryland
$680K -$403K -2,876 -38%
Fifth Third Bancorp
412
Fifth Third Bancorp
Ohio
$673K -$112K -797 -15%
AP
413
Advisor Partners
California
$661K -$43.3K -309 -6%
TAM
414
Tocqueville Asset Management
New York
$658K -$12.2K -87 -2%
GAM
415
Gotham Asset Management
New York
$658K +$365K +2,604 +139%
LNWWM
416
Laird Norton Wetherby Wealth Management
California
$638K +$3.78K +27 +0.6%
FCA
417
FinTrust Capital Advisors
South Carolina
$638K +$21.2K +151 +4%
CCM
418
Community Capital Management
Florida
$635K +$185K +1,319 +44%
FIM
419
Freedom Investment Management
Connecticut
$631K -$11.6K -83 -2%
NA
420
NewEdge Advisors
Louisiana
$630K +$251K +1,789 +71%
RTC
421
Riverview Trust Company
Washington
$628K
QI
422
Qtron Investments
Massachusetts
$624K
BAM
423
Belpointe Asset Management
Nevada
$618K +$429K +3,063 +269%
FA
424
FDx Advisors
Illinois
$612K -$35.3K -252 -6%
PAM
425
Palisade Asset Management
Minnesota
$612K