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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
626
Crewe Advisors
Utah
$454K -$25.6K -84 -5%
EFSCE
627
Enterprise Financial Services Corp (EFSC)
Missouri
$453K -$6.1K -20 -1%
NW
628
NewEdge Wealth
Pennsylvania
$451K +$169K +554 +62%
FFM
629
Forum Financial Management
Illinois
$449K -$5.79K -19 -1%
BP
630
Ballentine Partners
Massachusetts
$449K -$2.75K -9 -0.6%
O
631
Ossiam
France
$444K -$5.27M -17,263 -92%
VAS
632
Vestmark Advisory Solutions
Massachusetts
$442K +$1.83K +6 +0.4%
LWM
633
Lyell Wealth Management
California
$442K -$915 -3 -0.2%
CA
634
Clearstead Advisors
Ohio
$441K +$10.7K +35 +3%
PFPT
635
Pinnacle Financial Partners (Tennessee)
Tennessee
$437K -$142K -466 -25%
HIM
636
Hillsdale Investment Management
Ontario, Canada
$436K -$91.5K -300 -18%
AIP
637
Ameritas Investment Partners
Nebraska
$435K -$27.5K -90 -7%
HW
638
Hancock Whitney
Mississippi
$435K -$105K -343 -20%
MGIA
639
Moneta Group Investment Advisors
Missouri
$433K -$77.8K -255 -17%
VBFP
640
Valtinson Bruner Financial Planning
Minnesota
$431K +$5.49K +18 +1%
CG
641
Caprock Group
Idaho
$429K -$5.79K -19 -1%
EWA
642
EP Wealth Advisors
California
$429K +$420K +1,376 New
FWIA
643
Fort Washington Investment Advisors
Ohio
$428K -$35.7K -117 -8%
KWM
644
Kolinsky Wealth Management
New Jersey
$428K -$2.75K -9 -0.7%
MOS
645
MGO One Seven
Ohio
$426K +$293K +962 +220%
EWM
646
EPG Wealth Management
Georgia
$424K -$3.05K -10 -0.7%
TI
647
Tidal Investments
Wisconsin
$423K +$15.9K +52 +4%
IWA
648
IBEX Wealth Advisors
New Jersey
$422K +$19.8K +65 +5%
TH
649
TCTC Holdings
Texas
$421K +$412K +1,350 +67,500%
CI
650
Cigna Investments
Connecticut
$420K +$3.05K +10 +0.7%
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26
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