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Ameriprise Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Occudo Quantitative Strategies
501
Occudo Quantitative Strategies
Florida
$825K -$2.12M -6,999 -72%
Marks Group Wealth Management
502
Marks Group Wealth Management
Minnesota
$823K – – –
RFG Advisory
503
RFG Advisory
Alabama
$807K +$3.33K +11 +0.4%
Schechter Investment Advisors
504
Schechter Investment Advisors
Michigan
$802K -$79.9K -264 -9%
Fayez Sarofim & Co
505
Fayez Sarofim & Co
Texas
$802K – – –
Kingsview Wealth Management
506
Kingsview Wealth Management
Oregon
$800K +$806K +2,664 New
PT
507
Plimoth Trust
Massachusetts
$799K -$19.7K -65 -2%
Manchester Capital Management
508
Manchester Capital Management
Vermont
$798K -$90.8K -300 -10%
Meristem Family Wealth
509
Meristem Family Wealth
Minnesota
$795K -$67.8K -224 -8%
Harvest Fund Management
510
Harvest Fund Management
China
$794K +$497K +1,643 +164%
BTWM
511
Baker Tilly Wealth Management
Wisconsin
$793K -$55.1K -182 -6%
Atria Wealth Solutions
512
Atria Wealth Solutions
New York
$785K +$790K +2,612 New
Ritholtz Wealth Management
513
Ritholtz Wealth Management
New York
$780K -$65.9K -218 -8%
UFF
514
USA Financial Formulas
Michigan
$767K +$772K +2,553 +127,650%
BFA
515
Brendel Financial Advisors
New Hampshire
$761K – – –
Buckingham Strategic Wealth
516
Buckingham Strategic Wealth
Missouri
$760K +$13.3K +44 +2%
BFA
517
BMS Financial Advisors
South Dakota
$756K +$27.5K +91 +4%
Cetera Advisor Networks
518
Cetera Advisor Networks
California
$755K +$6.05K +20 +0.8%
Citizens Financial Group
519
Citizens Financial Group
Rhode Island
$755K +$276K +913 +57%
HC
520
HNP Capital
New York
$750K -$605 -2 -0.1%
VRM
521
Vectors Research Management
New York
$750K -$605 -2 -0.1%
TCM
522
Teza Capital Management
Illinois
$741K -$301K -994 -29%
Gateway Investment Advisers
523
Gateway Investment Advisers
Ohio
$730K +$82.6K +273 +13%
First Commonwealth Financial Corp
524
First Commonwealth Financial Corp
Pennsylvania
$729K -$95.9K -317 -12%
Prudential plc
525
Prudential plc
United Kingdom
$724K +$729K +2,411 New