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Ameriprise Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FBT
626
First Bank & Trust
South Dakota
$111K +$30.6K +216 +37%
IAS
627
IMA Advisory Services
Colorado
$110K +$111K +785 New
PA
628
Parallel Advisors
California
$108K
OFS
629
Orrstown Financial Services
Pennsylvania
$106K
AF
630
Advisornet Financial
Minnesota
$99K +$6.24K +44 +7%
ACM
631
AUA Capital Management
Pennsylvania
$94K -$27.4K -193 -22%
WT
632
Whittier Trust
California
$94K -$9.64K -68 -9%
GWM
633
Geneos Wealth Management
Colorado
$93K +$142 +1 +0.1%
BAM
634
Barrett Asset Management
New York
$90K
Carson Wealth (CWM LLC)
635
Carson Wealth (CWM LLC)
Nebraska
$85K -$4.25K -30 -5%
CCM
636
Covington Capital Management
California
$83K
EFSCE
637
Enterprise Financial Services Corp (EFSC)
Missouri
$80K +$2.41K +17 +3%
CAL
638
Capital Analysts LLC
Pennsylvania
$79K
IWP
639
Icon Wealth Partners
Texas
$77K +$77.8K +549 New
JFGIW
640
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75K -$10.3K -73 -12%
SIAS
641
Shine Investment Advisory Services
Colorado
$70K
Rockefeller Capital Management
642
Rockefeller Capital Management
New York
$70K +$40.7K +287 +136%
NIMI
643
Natixis Investment Managers International
France
$64K +$64.6K +456 New
CA
644
Crewe Advisors
Utah
$62K -$47.9K -338 -43%
PMFA
645
Plante Moran Financial Advisors
Michigan
$62K -$2.55K -18 -4%
M
646
MOTCO
Texas
$62K +$6.8K +48 +12%
MFW
647
Mosaic Family Wealth
Missouri
$60K +$8.93K +63 +17%
PCP
648
Proficio Capital Partners
Massachusetts
$57K -$567 -4 -1%
BCA
649
Bray Capital Advisors
Florida
$56K
Fuller & Thaler Asset Management
650
Fuller & Thaler Asset Management
California
$56K