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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
HCMG
626
Howard Capital Management Group
California
$530K – – –
AA
627
Ancora Advisors
Ohio
$529K – – –
AFA
628
Abacus FCF Advisors
Florida
$526K +$544K +1,594 New
PT
629
Plimoth Trust
Massachusetts
$524K -$30.7K -90 -5%
DEA
630
DoubleLine ETF Adviser
Florida
$521K +$5.12K +15 +1%
SIA
631
Schechter Investment Advisors
Michigan
$518K -$9.56K -28 -2%
GIA
632
Gladstone Institutional Advisory
Florida
$517K -$13.3K -39 -2%
EWA
633
EP Wealth Advisors
California
$512K +$41K +120 +8%
VSQM
634
V-Square Quantitative Management
Illinois
$510K +$248K +728 +89%
COCM
635
Charter Oak Capital Management
New Hampshire
$509K – – –
VBFG
636
Vishria Bird Financial Group
Tennessee
$509K +$31.7K +93 +6%
AWM
637
Accel Wealth Management
Iowa
$508K -$5.46K -16 -1%
CWM
638
Congress Wealth Management
Massachusetts
$504K -$341 -1 -0.1%
ZF
639
Zhang Financial
Michigan
$501K +$143K +419 +38%
BW
640
Basepoint Wealth
Iowa
$501K +$2.05K +6 +0.4%
BP
641
Ballentine Partners
Massachusetts
$499K +$2.73K +8 +0.5%
KWM
642
Kolinsky Wealth Management
New Jersey
$497K -$341 -1 -0.1%
WBC
643
Westpac Banking Corp
Australia
$495K -$2.18M -6,374 -81%
GF
644
Gabelli Funds
New York
$495K – – –
CBA
645
Coastal Bridge Advisors
Connecticut
$490K +$1.02K +3 +0.2%
GW
646
GW & Wade
Massachusetts
$488K +$247K +725 +96%
EGA
647
Eagle Global Advisors
Texas
$488K – – –
IA
648
Insight Advisors
Pennsylvania
$487K -$14.7K -43 -3%
1W
649
1776 Wealth
Georgia
$485K -$20.8K -61 -4%
TW
650
TrinityPoint Wealth
Connecticut
$485K +$121K +356 +32%
24 25
26
27 28