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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
626
KLR Investment Advisors
Rhode Island
$612K +$53.8K +157 +11%
BP
627
Ballentine Partners
Massachusetts
$611K +$32.9K +96 +6%
HCMG
628
Howard Capital Management Group
California
$611K – – –
AA
629
Ancora Advisors
Ohio
$609K – – –
EGA
630
Eagle Global Advisors
Texas
$608K +$41.1K +120 +8%
PT
631
Plimoth Trust
Massachusetts
$600K -$3.43K -10 -0.6%
AWM
632
Accel Wealth Management
Iowa
$599K +$12K +35 +2%
CWM
633
Congress Wealth Management
Massachusetts
$589K +$7.89K +23 +2%
VBFG
634
Vishria Bird Financial Group
Tennessee
$587K +$343 +1 +0.1%
ECM
635
Everence Capital Management
Indiana
$585K -$988K -2,880 -65%
SIA
636
Schechter Investment Advisors
Michigan
$584K -$11K -32 -2%
BW
637
Basepoint Wealth
Iowa
$583K +$5.49K +16 +1%
1W
638
1776 Wealth
Georgia
$582K +$20.9K +61 +4%
VFA
639
Valeo Financial Advisors
Indiana
$580K +$93.3K +272 +22%
SFFS
640
Stonehage Fleming Financial Services
Jersey
$580K -$242K -706 -32%
FPCP
641
Fort Point Capital Partners
California
$579K -$32.9K -96 -6%
MME
642
Meag Munich Ergo
Germany
$573K +$397K +1,158 +330%
KWM
643
Kolinsky Wealth Management
New Jersey
$571K -$2.4K -7 -0.5%
GF
644
Gabelli Funds
New York
$570K – – –
I
645
InceptionR
California
$569K +$218K +637 +74%
GIA
646
Gladstone Institutional Advisory
Florida
$569K -$23.7K -69 -4%
BL
647
BFSG LLC
California
$566K +$511K +1,491 New
CBA
648
Coastal Bridge Advisors
Connecticut
$565K +$1.03K +3 +0.2%
ECU
649
Eisler Capital (UK)
United Kingdom
$562K -$420K -1,226 -45%
RB
650
Renasant Bank
Mississippi
$561K +$3.09K +9 +0.6%
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