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Ameriprise Financial

Name Holding Trade Value Shares
Change
Change in
Stake
GBT
601
Grove Bank & Trust
Florida
$544K -$5.53K -18 -1%
AssetMark Inc
602
AssetMark Inc
California
$543K -$6.15K -20 -1%
GCM
603
Gallacher Capital Management
Colorado
$541K +$244K +793 +95%
RWM
604
Ritholtz Wealth Management
New York
$539K -$20.9K -68 -4%
FPCP
605
Fort Point Capital Partners
California
$538K +$922 +3 +0.2%
GC
606
Grimes & Company
Massachusetts
$538K +$1.84K +6 +0.4%
HCMG
607
Howard Capital Management Group
California
$534K -$9.22K -30 -2%
GIA
608
Gladstone Institutional Advisory
Florida
$533K +$11.1K +36 +2%
AA
609
Ancora Advisors
Ohio
$532K
KIA
610
KLR Investment Advisors
Rhode Island
$532K +$19.1K +62 +4%
SIA
611
Schechter Investment Advisors
Michigan
$531K -$23.4K -76 -5%
BCV
612
Banque Cantonale Vaudoise
Switzerland
$523K -$768K -2,500 -61%
IAS
613
Insigneo Advisory Services
Florida
$523K -$11.4K -37 -2%
DEA
614
DoubleLine ETF Adviser
Florida
$520K +$115K +373 +31%
GA
615
Geller Advisors
New York
$518K +$479K +1,560 New
AWM
616
Accel Wealth Management
Iowa
$518K +$5.22K +17 +1%
COCM
617
Charter Oak Capital Management
New Hampshire
$513K
1W
618
1776 Wealth
Georgia
$509K -$134K -436 -22%
SI
619
Stephens Inc
Arkansas
$509K +$74.7K +243 +19%
CWM
620
Congress Wealth Management
Massachusetts
$508K -$6.15K -20 -1%
SCA
621
Snowden Capital Advisors
New York
$508K +$64.9K +211 +16%
FTWA
622
Fifth Third Wealth Advisors
Ohio
$507K +$469K +1,527 New
IA
623
Insight Advisors
Pennsylvania
$505K -$55.3K -180 -11%
BW
624
Basepoint Wealth
Iowa
$503K +$2.15K +7 +0.5%
KWM
625
Kolinsky Wealth Management
New Jersey
$501K +$24K +78 +5%