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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
626
Focus Financial Network
Minnesota
$423K +$25.7K +87 +7%
WSCM
627
Wellington Shields Capital Management
New York
$422K – – –
OWA
628
One Wealth Advisors
California
$421K -$260K -879 -39%
SWP
629
Stratos Wealth Partners
Ohio
$420K +$25.4K +86 +7%
VAS
630
Vestmark Advisory Solutions
Massachusetts
$419K +$12.4K +42 +3%
LWM
631
Lyell Wealth Management
California
$416K -$24.8K -84 -6%
RWP
632
RWA Wealth Partners
Massachusetts
$412K -$5.92K -20 -1%
CG
633
Caprock Group
Idaho
$412K +$73.4K +248 +22%
WTA
634
Washington Trust Advisors
Massachusetts
$410K +$402K +1,358 New
CAG
635
Csenge Advisory Group
Florida
$408K -$36.4K -123 -7%
JC
636
JBF Capital
Colorado
$407K -$104K -350 -21%
OPS
637
Orion Portfolio Solutions
Nebraska
$407K -$592 -2 -0.1%
PCM
638
Perritt Capital Management
Illinois
$407K – – –
YIH
639
Y-Intercept (HK)
Hong Kong
$394K +$146K +492 +61%
PA
640
Parallel Advisors
California
$393K +$24.5K +83 +7%
ECM
641
ExodusPoint Capital Management
New York
$391K -$1.33M -4,503 -78%
BBA
642
BLB&B Advisors
Pennsylvania
$384K -$22.2K -75 -6%
APP
643
Alpha Paradigm Partners
Illinois
$382K -$694K -2,348 -65%
KFP
644
KMG Fiduciary Partners
Ohio
$380K -$76K -257 -17%
KWM
645
Kolinsky Wealth Management
New Jersey
$376K +$368K +1,245 New
TCPWM
646
Traverso Chambers Private Wealth Management
California
$375K – – –
KFA
647
Krane Funds Advisors
New York
$374K -$91.4K -309 -20%
PA
648
Procyon Advisors
Connecticut
$373K +$61.2K +207 +20%
BP
649
Ballentine Partners
Massachusetts
$370K +$19.2K +65 +6%
ONST
650
Old North State Trust
North Carolina
$364K +$6.8K +23 +2%
24 25
26
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