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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
526
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$75K – – –
AIM
527
Acrospire Investment Management
Illinois
$75K +$71.7K +800 New
PWM
528
Perigon Wealth Management
California
$75K +$71.7K +800 New
GBBWRPM
529
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$72K +$538 +6 +0.8%
FIB
530
First Interstate Bank
Montana
$71K -$1.79K -20 -3%
BAM
531
Brave Asset Management
New Jersey
$62K – – –
GLI
532
Guardian Life Insurance
New York
$61K -$16.4K -183 -22%
EP
533
Edinburgh Partners
United Kingdom
$60K – – –
NSIM
534
North Star Investment Management
Illinois
$58K – – –
JIC
535
Joel Isaacson & Co
New York
$57K – – –
NYLT
536
New York Life Trust
New York
$56K -$7.26K -81 -12%
HIIFS
537
Harel Insurance Investments & Financial Services
Israel
$54K -$9.86K -110 -16%
GWM
538
Geneos Wealth Management
Colorado
$54K +$51.8K +578 New
CAL
539
Capital Analysts LLC
Pennsylvania
$53.4K -$10K -112 -16%
BBPWM
540
Blue Bell Private Wealth Management
Pennsylvania
$45K – – –
BL
541
Balentine LLC
Georgia
$44K – – –
SAMC
542
Shinko Asset Management Company
Japan
$43K -$6.81K -76 -14%
PCP
543
Proficio Capital Partners
Massachusetts
$43K +$37.7K +421 +1,108%
M
544
MOTCO
Texas
$40K – – –
FNBT
545
FineMark National Bank & Trust
Florida
$39K -$8.97K -100 -20%
WTC
546
WhitTier Trust Company
Nevada
$35K – – –
WTB
547
Washington Trust Bank
Washington
$34K -$52K -580 -62%
DSC
548
Duncker Streett & Co
Missouri
$34K – – –
HF
549
Hoxton Financial
West Virginia
$34K – – –
HR
550
Howe & Rusling
New York
$34K +$10.2K +114 +46%
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