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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
601
Plante Moran Financial Advisors
Michigan
$19K – – –
ADL
602
Asset Dedication LLC
California
$19K +$20K +179 New
KT
603
Kanaly Trust
Texas
$18K +$335 +3 +2%
ZB
604
Zions Bancorporation
Utah
$18K +$1.34K +12 +6%
CP
605
Corbenic Partners
Pennsylvania
$17K – – –
CWM
606
Cranbrook Wealth Management
Michigan
$17K – – –
PHK
607
Point72 Hong Kong
Hong Kong
$17K +$17.8K +159 New
WEC
608
Winslow Evans & Crocker
Massachusetts
$16.4K – – –
WAS
609
Winch Advisory Services
Wisconsin
$16K – – –
BWA
610
Burt Wealth Advisors
Maryland
$15K – – –
AIA
611
Allegis Investment Advisors
Idaho
$14K +$15.2K +136 New
WIC
612
Woodmont Investment Counsel
Tennessee
$12K – – –
AF
613
Arrow Financial
New York
$12K +$2.79K +25 +31%
CGT
614
Capital Guardian Trust
California
$11K – – –
PO
615
Private Ocean
California
$11K – – –
SSB
616
Sandy Spring Bank
Maryland
$11K – – –
TRCT
617
Tower Research Capital (TRC)
New York
$11K +$11.2K +100 New
WP
618
WealthPLAN Partners
Nebraska
$10.1K +$27.4K +245 New
UOTTAIMCU
619
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$10K +$10.4K +93 New
MFW
620
Mosaic Family Wealth
Missouri
$10K +$11.5K +103 New
OSAM
621
O'Shaughnessy Asset Management
Connecticut
$9K +$9.16K +82 New
OSNBOA
622
Old Second National Bank of Aurora
Illinois
$8K -$8.38K -75 -50%
CHP
623
Cable Hill Partners
Oregon
$8K – – –
SMG
624
Spectrum Management Group
Indiana
$8K – – –
NC
625
NewSquare Capital
Pennsylvania
$8K +$447 +4 +6%
23 24
25
26 27