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Ameriprise Financial

Name Holding Trade Value Shares
Change
Change in
Stake
NEI
501
Northwest & Ethical Investments
Ontario, Canada
$655K +$738K +2,754 New
MGWM
502
Marks Group Wealth Management
Minnesota
$651K – – –
IAN
503
Integrated Advisors Network
Texas
$649K -$74.2K -277 -9%
Fayez Sarofim & Co
504
Fayez Sarofim & Co
Texas
$644K +$10.4K +39 +1%
FIM
505
Freedom Investment Management
Connecticut
$643K +$182K +681 +34%
CPWA
506
Cerro Pacific Wealth Advisors
California
$637K -$303K -1,131 -30%
Jump Financial
507
Jump Financial
Illinois
$636K +$716K +2,674 New
BFA
508
BMS Financial Advisors
South Dakota
$635K +$41K +153 +6%
Kingsview Wealth Management
509
Kingsview Wealth Management
Oregon
$633K – – –
BTWM
510
Baker Tilly Wealth Management
Wisconsin
$632K +$4.55K +17 +0.6%
TSS
511
Two Sigma Securities
New York
$632K +$712K +2,657 New
PCS
512
Personal CFO Solutions
New Jersey
$631K -$86.5K -323 -11%
Harvest Fund Management
513
Harvest Fund Management
China
$629K – – –
PT
514
Plimoth Trust
Massachusetts
$620K -$13.4K -50 -2%
LMR Partners
515
LMR Partners
United Kingdom
$618K -$496K -1,853 -42%
VEA
516
Virtus ETF Advisers
New York
$613K +$691K +2,579 New
HighPoint Advisor Group
517
HighPoint Advisor Group
Illinois
$611K +$701K +2,616 New
FCFC
518
First Commonwealth Financial Corp
Pennsylvania
$610K +$37.5K +140 +6%
Buckingham Strategic Wealth
519
Buckingham Strategic Wealth
Missouri
$603K +$2.68K +10 +0.4%
Boothbay Fund Management
520
Boothbay Fund Management
New York
$603K +$679K +2,535 New
BFA
521
Brendel Financial Advisors
New Hampshire
$602K – – –
HC
522
HNP Capital
New York
$594K – – –
VRM
523
Vectors Research Management
New York
$594K – – –
Horizon Investments
524
Horizon Investments
North Carolina
$586K -$503K -1,878 -43%
Prudential plc
525
Prudential plc
United Kingdom
$586K +$14.2K +53 +2%