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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
626
Atlantic Union Bankshares
Virginia
$463K +$495K +1,511 New
DLA
627
Douglas Lane & Associates
New York
$462K – – –
BW
628
Basepoint Wealth
Iowa
$462K +$52.7K +161 +12%
BP
629
Ballentine Partners
Massachusetts
$461K +$20K +61 +4%
GF
630
Gabelli Funds
New York
$460K -$65.5K -200 -12%
ECM
631
Estabrook Capital Management
New York
$460K -$3.6K -11 -0.7%
CA
632
Clearstead Advisors
Ohio
$458K +$24.9K +76 +5%
HFM
633
Harvest Fund Management
China
$455K -$519K -1,584 -52%
TH
634
TCTC Holdings
Texas
$454K +$42.6K +130 +10%
QC
635
Quent Capital
New York
$454K +$655 +2 +0.1%
EGA
636
Eagle Global Advisors
Texas
$454K – – –
CBA
637
Coastal Bridge Advisors
Connecticut
$453K -$3.93K -12 -0.8%
FFM
638
Forum Financial Management
Illinois
$450K +$8.19K +25 +2%
PCM
639
Pointe Capital Management
Michigan
$448K -$64.2K -196 -12%
RB
640
Renasant Bank
Mississippi
$448K -$10.5K -32 -2%
VBFG
641
Vishria Bird Financial Group
Tennessee
$445K +$145K +442 +44%
LWM
642
Lyell Wealth Management
California
$443K +$8.85K +27 +2%
WIC
643
Woodmont Investment Counsel
Tennessee
$440K +$470K +1,435 New
AIM
644
Aigen Investment Management
New York
$440K +$470K +1,434 New
EWA
645
EP Wealth Advisors
California
$439K +$18.7K +57 +4%
KWM
646
Kolinsky Wealth Management
New Jersey
$439K +$18.7K +57 +4%
RWP
647
RWA Wealth Partners
Massachusetts
$437K – – –
HW
648
Hancock Whitney
Mississippi
$437K +$9.17K +28 +2%
EFSCE
649
Enterprise Financial Services Corp (EFSC)
Missouri
$436K -$10.5K -32 -2%
AP
650
Arlington Partners
Alabama
$434K +$362K +1,106 +358%
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26
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