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Ameriprise Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CA
601
Crewe Advisors
Utah
$388K +$10K +38 +3%
Congress Wealth Management
602
Congress Wealth Management
Massachusetts
$387K – – –
JFGIW
603
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$386K -$73.4K -279 -18%
ECM
604
Estabrook Capital Management
New York
$381K +$2.89K +11 +0.7%
Douglas Lane & Associates
605
Douglas Lane & Associates
New York
$380K -$395K -1,500 -50%
Csenge Advisory Group
606
Csenge Advisory Group
Florida
$379K -$3.68K -14 -0.9%
Moneta Group Investment Advisors
607
Moneta Group Investment Advisors
Missouri
$376K -$98.9K -376 -20%
Fort Washington Investment Advisors
608
Fort Washington Investment Advisors
Ohio
$375K -$19.7K -75 -5%
Eagle Global Advisors
609
Eagle Global Advisors
Texas
$373K -$2.63K -10 -0.7%
EFSCE
610
Enterprise Financial Services Corp (EFSC)
Missouri
$371K -$8.16K -31 -2%
CBA
611
Coastal Bridge Advisors
Connecticut
$371K +$789 +3 +0.2%
IFP Advisors
612
IFP Advisors
Florida
$370K +$118K +447 +22%
AP
613
Appleton Partners
Massachusetts
$368K -$19.7K -75 -5%
Forum Financial Management
614
Forum Financial Management
Illinois
$368K – – –
EW
615
Enzi Wealth
Texas
$368K +$292K +1,110 New
Ballentine Partners
616
Ballentine Partners
Massachusetts
$366K +$52.6K +200 +16%
MAM
617
McLean Asset Management
Virginia
$364K +$1.84K +7 +0.5%
CI Investments Inc
618
CI Investments Inc
Ontario, Canada
$364K +$28.9K +110 +8%
Lincoln National Corp
619
Lincoln National Corp
Pennsylvania
$364K +$43.7K +166 +13%
DCBT
620
Dakota Community Bank & Trust
North Dakota
$364K +$380K +1,445 New
Edmond de Rothschild Holding
621
Edmond de Rothschild Holding
Switzerland
$363K – – –
LWM
622
Lyell Wealth Management
California
$358K -$3.16K -12 -0.8%
RWA Wealth Partners
623
RWA Wealth Partners
Massachusetts
$358K – – –
Vestmark Advisory Solutions
624
Vestmark Advisory Solutions
Massachusetts
$356K -$263 -1 -0.1%
QIM
625
Quantitative Investment Management
Virginia
$354K +$370K +1,406 New