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Ameriprise Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
601
Prospera Financial Services
Texas
$164K +$172K +1,114 New
FWM
602
Focused Wealth Management
New York
$158K -$3.85K -25 -2%
FA
603
Fortis Advisors
Pennsylvania
$154K -$132K -860 -46%
LC
604
Lindbrook Capital
California
$154K +$6.78K +44 +5%
PFSC
605
Peoples Financial Services Corp
Pennsylvania
$153K
Carson Wealth (CWM LLC)
606
Carson Wealth (CWM LLC)
Nebraska
$144K
WTC
607
WhitTier Trust Company
Nevada
$141K
FBT
608
First Bank & Trust
South Dakota
$141K +$7.55K +49 +6%
IA
609
IndexIQ Advisors
New York
$140K +$84.1K +546 +150%
CA
610
Clearstead Advisors
Ohio
$139K
S
611
Seeyond
France
$139K +$2.77K +18 +2%
TFS
612
TrustCore Financial Services
Tennessee
$136K
SBSB
613
Sullivan, Bruyette, Speros & Blaney
Virginia
$133K
LPIC
614
LeJeune Puetz Investment Counsel
Michigan
$131K
PGAM
615
Princeton Global Asset Management
New Jersey
$129K
PFGIA
616
Patriot Financial Group Insurance Agency
Massachusetts
$128K +$21.4K +139 +20%
EI
617
Ellevest Inc
New York
$127K +$11.6K +75 +10%
CAL
618
Capital Analysts LLC
Pennsylvania
$121K
IAS
619
IMA Advisory Services
Colorado
$121K
GRP
620
Global Retirement Partners
California
$121K +$1.69K +11 +1%
HBT
621
Hills Bank & Trust
Iowa
$117K -$3.54K -23 -3%
BAM
622
Barrett Asset Management
New York
$113K
WB
623
Webster Bank
Connecticut
$113K
GWM
624
Geneos Wealth Management
Colorado
$112K
VFA
625
Valeo Financial Advisors
Indiana
$111K -$1.85K -12 -2%