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Ameriprise Financial

Name Holding Trade Value Shares
Change
Change in
Stake
HM Payson & Co
526
HM Payson & Co
Maine
$907K +$30.7K +90 +3%
Bleakley Financial Group
527
Bleakley Financial Group
New Jersey
$897K -$109K -320 -11%
Simplicity Solutions
528
Simplicity Solutions
Minnesota
$897K -$108K -317 -10%
Eisler Capital (UK)
529
Eisler Capital (UK)
United Kingdom
$892K -$86.3K -253 -9%
EFI
530
EHP Funds Inc
Canada
$890K -$860K -2,520 -48%
PAM
531
Paradigm Asset Management
New York
$890K -$68.3K -200 -7%
MYAM
532
Meiji Yasuda Asset Management
Japan
$886K +$51.2K +150 +6%
FTDI
533
First Trust Direct Indexing
Massachusetts
$881K +$65.9K +193 +8%
PIM
534
Penobscot Investment Management
Massachusetts
$878K +$101K +295 +12%
PCS
535
Personal CFO Solutions
New Jersey
$877K -$24.6K -72 -3%
Bailard
536
Bailard
California
$864K +$512K +1,501 +134%
GCM
537
Gator Capital Management
Florida
$857K – – –
SAM
538
Shell Asset Management
Netherlands
$845K -$30.7K -90 -3%
CP
539
CenterBook Partners
Connecticut
$837K +$25.3K +74 +3%
BFA
540
Brendel Financial Advisors
New Hampshire
$835K – – –
Buckingham Strategic Wealth
541
Buckingham Strategic Wealth
Missouri
$833K +$43.3K +127 +5%
VRM
542
Vectors Research Management
New York
$818K – – –
Fayez Sarofim & Co
543
Fayez Sarofim & Co
Texas
$814K – – –
RWA Wealth Partners
544
RWA Wealth Partners
Massachusetts
$810K +$2.39K +7 +0.3%
Carson Wealth (CWM LLC)
545
Carson Wealth (CWM LLC)
Nebraska
$802K +$23.5K +69 +3%
CF
546
Copperwynd Financial
Arizona
$798K -$31.7K -93 -4%
PI
547
Pettee Investors
Connecticut
$791K – – –
Clearstead Advisors
548
Clearstead Advisors
Ohio
$784K +$340K +996 +72%
Independent Advisor Alliance
549
Independent Advisor Alliance
North Carolina
$777K +$125K +365 +18%
BCV
550
Banque Cantonale Vaudoise
Switzerland
$758K +$247K +724 +46%