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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
551
Wealthspire Advisors (Maryland)
Maryland
$93K +$97.3K +871 New
BAM
552
Barrett Asset Management
New York
$89K – – –
GLI
553
Guardian Life Insurance
New York
$88K -$24.9K -223 -21%
SBA
554
Seven Bridges Advisors
New York
$88K +$92.6K +829 New
PIA
555
Piedmont Investment Advisors
North Carolina
$86.5K +$90.9K +813 New
QCG
556
Quadrant Capital Group
Ohio
$85K -$47.9K -429 -34%
LWCFA
557
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$85K – – –
FIB
558
First Interstate Bank
Montana
$82K – – –
GBBWRPM
559
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$81K +$85K +761 New
CAL
560
Capital Analysts LLC
Pennsylvania
$72.4K -$76K -680 -50%
NYLT
561
New York Life Trust
New York
$72K -$37.7K -337 -33%
HIIFS
562
Harel Insurance Investments & Financial Services
Israel
$72K +$76K +680 New
BAM
563
Brave Asset Management
New Jersey
$70K – – –
EP
564
Edinburgh Partners
United Kingdom
$68K – – –
GWM
565
Gupta Wealth Management
California
$67K +$55.9K +500 +391%
NSIM
566
North Star Investment Management
Illinois
$66K – – –
JIC
567
Joel Isaacson & Co
New York
$65K – – –
PSI
568
Pinnacle Summer Investments
Virginia
$64K +$67.1K +600 New
ES
569
Equitec Specialists
Illinois
$64K +$67.6K +605 New
CG
570
Cutler Group
California
$58K +$61.5K +550 New
SAMC
571
Shinko Asset Management Company
Japan
$57K – – –
CLOS
572
Compagnie Lombard Odier SCmA
Switzerland
$56K – – –
FNBT
573
FineMark National Bank & Trust
Florida
$54K -$11.4K -102 -17%
BBPWM
574
Blue Bell Private Wealth Management
Pennsylvania
$51K – – –
BL
575
Balentine LLC
Georgia
$50K -$38.2K -342 -42%
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