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Ameriprise Financial

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
601
AUA Capital Management
Pennsylvania
$86K
WT
602
Whittier Trust
California
$86K
FWM
603
Focused Wealth Management
New York
$83K -$80.7K -650 -50%
CG
604
Cutler Group
California
$83K -$12.4K -100 -13%
SWM
605
SeaCrest Wealth Management
New York
$83K -$9.31K -75 -10%
BAM
606
Barrett Asset Management
New York
$82K
PCP
607
Proficio Capital Partners
Massachusetts
$80K +$5.34K +43 +7%
DWA
608
Dougherty Wealth Advisers
Minnesota
$77K
Bessemer Group
609
Bessemer Group
New Jersey
$74K -$146K -1,173 -67%
CCM
610
Covington Capital Management
California
$73K -$3.72K -30 -5%
AWM
611
Aevitas Wealth Management
Massachusetts
$66K -$2.11K -17 -3%
SMFS
612
Squar Milner Financial Services
California
$66K
CB
613
Community Bank
New York
$66K +$45.8K +369 +254%
PB
614
Pinnacle Bancorp
Nebraska
$63K
FCA
615
FinTrust Capital Advisors
South Carolina
$61K +$59K +475 New
ZB
616
Zions Bancorporation
Utah
$60K -$9.31K -75 -14%
SIAS
617
Shine Investment Advisory Services
Colorado
$60K
CAW
618
Cornerstone Advisors (Washington)
Washington
$60K +$13.9K +112 +31%
PMFA
619
Plante Moran Financial Advisors
Michigan
$59K -$496 -4 -0.9%
EFSCE
620
Enterprise Financial Services Corp (EFSC)
Missouri
$58K +$6.95K +56 +14%
CA
621
Crewe Advisors
Utah
$57K
BMM
622
Buffington Mohr McNeal
Idaho
$54K +$51.9K +418 New
NIM
623
NuWave Investment Management
New Jersey
$52K +$36.2K +292 +258%
GLI
624
Guardian Life Insurance
New York
$50K -$1.49K -12 -3%
KPW
625
Kore Private Wealth
New York
$50K