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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
WSCM
626
Wellington Shields Capital Management
New York
$353K – – –
MOS
627
MGO One Seven
Ohio
$353K +$115K +438 New
CG
628
Caprock Group
Idaho
$352K +$11.1K +42 +3%
KWM
629
Kolinsky Wealth Management
New Jersey
$349K +$1.58K +6 +0.4%
CA
630
Clearstead Advisors
Ohio
$348K +$10.3K +39 +3%
AIP
631
Ameritas Investment Partners
Nebraska
$346K – – –
RB
632
Renasant Bank
Mississippi
$346K +$362K +1,376 New
EWM
633
EPG Wealth Management
Georgia
$345K +$87.4K +332 +32%
CCA
634
Checchi Capital Advisers
California
$339K +$9.73K +37 +3%
CI
635
Cigna Investments
Connecticut
$338K -$18.9K -72 -5%
BW
636
Basepoint Wealth
Iowa
$338K +$1.58K +6 +0.4%
GIA
637
Gateway Investment Advisers
Ohio
$335K -$290K -1,104 -45%
BDF
638
Balasa Dinverno & Foltz
$334K +$12.9K +49 +4%
EP
639
Eudaimonia Partners
Tennessee
$333K -$12.4K -47 -3%
CC
640
Centiva Capital
New York
$331K -$928K -3,526 -73%
TI
641
Tidal Investments
Wisconsin
$329K +$6.58K +25 +2%
TA
642
Tectonic Advisors
Texas
$329K +$38.4K +146 +13%
WKSWA
643
White Knight Strategic Wealth Advisors
New Jersey
$328K +$39.5K +150 +13%
BCM
644
Becker Capital Management
Oregon
$327K – – –
PCM
645
Perritt Capital Management
Illinois
$326K -$14.2K -54 -4%
VBFP
646
Valtinson Bruner Financial Planning
Minnesota
$326K – – –
IWA
647
IBEX Wealth Advisors
New Jersey
$325K -$2.37K -9 -0.7%
FBT
648
First Bank & Trust
South Dakota
$319K +$12.9K +49 +4%
KFP
649
KMG Fiduciary Partners
Ohio
$317K – – –
TCPWM
650
Traverso Chambers Private Wealth Management
California
$313K – – –
24 25
26
27 28