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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
FMTC
551
Farmers & Merchants Trust Company
California
$642K +$983 +3 +0.1%
S
552
SignatureFD
Georgia
$642K -$10.5K -32 -2%
O
553
Ossiam
France
$641K +$219K +667 +47%
BBA
554
Baader Bank Aktiengesellschaft
Germany
$638K – – –
EFS
555
Essex Financial Services
Connecticut
$638K +$76.3K +233 +13%
CI
556
Cavalier Investments
Georgia
$637K +$30.1K +92 +5%
GW
557
GW & Wade
Massachusetts
$632K +$18.7K +57 +3%
BFM
558
Boston Financial Management
Massachusetts
$629K +$9.83K +30 +1%
TMAM
559
Tokio Marine Asset Management
Japan
$626K +$33.7K +103 +5%
SCA
560
Stokes Capital Advisors
South Carolina
$622K – – –
ASA
561
Armstrong Shaw Associates
Connecticut
$619K – – –
KA
562
Kintegral Advisory
New York
$616K -$35.4K -108 -5%
EWS
563
Evergreen Wealth Solutions
Pennsylvania
$613K -$69.5K -212 -10%
ONST
564
Old North State Trust
North Carolina
$611K +$33.4K +102 +5%
SF
565
Synovus Financial
Georgia
$611K -$11.8K -36 -2%
MAM
566
Martingale Asset Management
Massachusetts
$609K +$651K +1,988 New
BAM
567
Belpointe Asset Management
Nevada
$609K +$75.4K +230 +13%
1W
568
1776 Wealth
Georgia
$603K +$2.29K +7 +0.4%
PCM
569
Pennsylvania Capital Management
Pennsylvania
$601K – – –
SWP
570
Stratos Wealth Partners
Ohio
$599K -$34.1K -104 -5%
CG
571
Colony Group
Massachusetts
$593K -$655 -2 -0.1%
QCM
572
Quantinno Capital Management
New York
$585K +$313K +955 +100%
SIG
573
Stonegate Investment Group
Alabama
$578K +$1.31K +4 +0.2%
CFG
574
Citizens Financial Group
Rhode Island
$576K +$281K +858 +84%
IAA
575
Independent Advisor Alliance
North Carolina
$575K +$615K +1,876 New
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