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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
501
Gibraltar Capital Management
Oklahoma
$715K -$12.8K -49 -2%
VF
502
Virtu Financial
New York
$703K +$696K +2,660 New
RA
503
RFG Advisory
Alabama
$695K +$17K +65 +3%
SFSG
504
Sound Financial Strategies Group
Mississippi
$693K +$21.2K +81 +3%
DS
505
DRW Securities
Illinois
$690K +$427K +1,633 +167%
BFM
506
Boston Financial Management
Massachusetts
$673K +$110K +419 +20%
BRWM
507
B. Riley Wealth Management
Tennessee
$670K +$663K +2,535 New
BFA
508
Brendel Financial Advisors
New Hampshire
$669K – – –
AIM
509
Achmea Investment Management
Netherlands
$664K +$26.4K +101 +4%
ESCM
510
Echo Street Capital Management
New York
$659K -$21.4K -82 -3%
HC
511
HNP Capital
New York
$655K -$5.23K -20 -0.8%
VRM
512
Vectors Research Management
New York
$655K -$5.23K -20 -0.8%
RIA
513
Realta Investment Advisors
Delaware
$652K – – –
HAG
514
HighPoint Advisor Group
Illinois
$649K +$1.57K +6 +0.2%
BU
515
BBVA USA
Alabama
$647K -$34.3K -131 -5%
CCG
516
Ceeto Capital Group
Florida
$634K – – –
GF
517
Gabelli Funds
New York
$634K – – –
PI
518
Pettee Investors
Connecticut
$634K – – –
QCG
519
Quadrant Capital Group
Ohio
$629K +$523 +2 +0.1%
CFA
520
Carroll Financial Associates
North Carolina
$629K +$2.88K +11 +0.5%
OWM
521
OneAscent Wealth Management
Alabama
$629K +$623K +2,381 New
BSW
522
Buckingham Strategic Wealth
Missouri
$626K – – –
MPI
523
Mairs & Power Inc
Minnesota
$624K – – –
PIM
524
Penobscot Investment Management
Massachusetts
$622K – – –
GAM
525
Guinness Asset Management
United Kingdom
$615K +$272K +1,040 +81%
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