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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
601
Citizens Financial Group
Rhode Island
$483K -$43.8K -148 -8%
GBT
602
Grove Bank & Trust
Florida
$483K – – –
GC
603
Grimes & Company
Massachusetts
$482K -$24.8K -84 -5%
EWS
604
Evergreen Wealth Solutions
Pennsylvania
$481K +$472K +1,596 New
CT
605
Coastline Trust
Rhode Island
$478K – – –
FWIA
606
Fort Washington Investment Advisors
Ohio
$472K -$79.6K -269 -15%
EI
607
Ellevest Inc
New York
$471K +$59.2K +200 +15%
HW
608
Hancock Whitney
Mississippi
$468K +$16.6K +56 +4%
OPA
609
Old Port Advisors
Maine
$463K +$36.4K +123 +9%
BAM
610
Belpointe Asset Management
Nevada
$460K +$27.8K +94 +7%
WA
611
WESPAC Advisors
California
$457K -$88.4K -299 -16%
IC
612
Intersect Capital
California
$453K +$25.1K +85 +6%
ECM
613
Estabrook Capital Management
New York
$452K – – –
CP
614
CenterBook Partners
Connecticut
$450K +$441K +1,491 New
EGA
615
Eagle Global Advisors
Texas
$449K – – –
SI
616
Stephens Inc
Arkansas
$449K +$161K +545 +58%
TW
617
Transform Wealth
Colorado
$444K -$71.9K -243 -14%
TAM
618
Tocqueville Asset Management
New York
$443K -$154K -520 -26%
AIP
619
Ameritas Investment Partners
Nebraska
$443K -$19.2K -65 -4%
FFM
620
Forum Financial Management
Illinois
$443K +$434K +1,468 New
CBA
621
Coastal Bridge Advisors
Connecticut
$442K +$887 +3 +0.2%
SB
622
Sunflower Bank
Texas
$441K +$7.69K +26 +2%
MAM
623
McLean Asset Management
Virginia
$433K -$20.1K -68 -5%
PFS
624
Prospera Financial Services
Texas
$425K +$25.4K +86 +7%
VI
625
Vestcor Inc
New Brunswick, Canada
$424K -$90.2K -305 -18%
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25
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