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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
601
Grove Bank & Trust
Florida
$205K – – –
CBA
602
Coastal Bridge Advisors
Connecticut
$204K +$567 +4 +0.3%
LWM
603
Lyell Wealth Management
California
$200K – – –
FMWA
604
Forvis Mazars Wealth Advisors
Missouri
$200K +$1.56K +11 +0.8%
FMLI
605
Fukoku Mutual Life Insurance
Japan
$187K – – –
LFA
606
Legacy Financial Advisors
Kentucky
$187K +$155K +1,094 +486%
FWM
607
Focused Wealth Management
New York
$182K – – –
RCAG
608
Rehmann Capital Advisory Group
Michigan
$178K +$1.56K +11 +0.9%
FMT
609
First Mercantile Trust
Tennessee
$166K +$169K +1,190 New
EA
610
Edge Advisors
Georgia
$163K +$26.4K +186 +19%
GRP
611
Global Retirement Partners
California
$160K +$11.3K +80 +8%
JCM
612
Jacobi Capital Management
Pennsylvania
$160K +$38K +268 +31%
ST
613
Smithfield Trust
Pennsylvania
$156K +$6.66K +47 +4%
DBT
614
Dubuque Bank & Trust
Iowa
$154K +$4.68K +33 +3%
VFA
615
Valeo Financial Advisors
Indiana
$147K +$55.1K +389 +57%
ARMT
616
Amica Retiree Medical Trust
Rhode Island
$145K – – –
GXMC
617
Global X Management Company
New York
$133K -$157K -1,107 -54%
AWM
618
Aevitas Wealth Management
Massachusetts
$130K +$850 +6 +0.7%
RE
619
RBC Europe
United Kingdom
$124K – – –
GBBWRPM
620
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$119K +$709 +5 +0.6%
LPIC
621
LeJeune Puetz Investment Counsel
Michigan
$119K +$120K +850 New
MIFH
622
Migdal Insurance & Financial Holdings
Israel
$118K +$118K +830 +8,300%
S
623
SignatureFD
Georgia
$117K +$26.9K +190 +30%
LWCFA
624
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$115K – – –
SWM
625
SeaCrest Wealth Management
New York
$112K +$26.8K +189 +31%
23 24
25
26 27