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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
601
PDT Partners
New York
$349K +$324K +1,500 New
VAS
602
Vestmark Advisory Solutions
Massachusetts
$346K -$35K -162 -10%
EGA
603
Eagle Global Advisors
Texas
$344K – – –
BC
604
Bridgefront Capital
Texas
$341K -$86.1K -398 -21%
CBA
605
Coastal Bridge Advisors
Connecticut
$338K +$649 +3 +0.2%
CCIA
606
Campbell & Co Investment Adviser
Maryland
$337K -$735K -3,400 -70%
B
607
BP
United Kingdom
$337K +$313K +1,448 New
CAG
608
Csenge Advisory Group
Florida
$336K +$52.1K +241 +21%
PI
609
PFS Investments
Georgia
$336K +$312K +1,445 New
HW
610
Hancock Whitney
Mississippi
$334K +$432 +2 +0.1%
TIM
611
Thompson Investment Management
Wisconsin
$326K – – –
WSCM
612
Wellington Shields Capital Management
New York
$325K – – –
EWA
613
EP Wealth Advisors
California
$325K +$24K +111 +9%
OAM
614
Optimal Asset Management
California
$325K +$303K +1,400 New
HCMG
615
Howard Capital Management Group
California
$324K +$302K +1,395 New
PCM
616
Perritt Capital Management
Illinois
$320K -$21.6K -100 -7%
LWM
617
Lyell Wealth Management
California
$320K +$1.73K +8 +0.6%
RWP
618
RWA Wealth Partners
Massachusetts
$317K – – –
PAMP
619
Polar Asset Management Partners
Ontario, Canada
$312K +$290K +1,342 New
AAM
620
Aureus Asset Management
Massachusetts
$311K -$84.8K -392 -23%
FMLI
621
Fukoku Mutual Life Insurance
Japan
$311K – – –
S
622
SignatureFD
Georgia
$307K +$7.35K +34 +3%
PCS
623
Personal CFO Solutions
New Jersey
$307K +$285K +1,320 New
WAM
624
Wakefield Asset Management
Colorado
$303K -$7.35K -34 -3%
SWP
625
Stratos Wealth Partners
Ohio
$300K -$11.9K -55 -4%
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