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Ameriprise Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
651
Aevitas Wealth Management
Massachusetts
$156K +$147K +919 New
STA
652
Summit Trail Advisors
New York
$155K +$139K +866 New
RE
653
RBC Europe
United Kingdom
$153K
GBBWRPM
654
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$143K +$801 +5 +0.6%
LWCFA
655
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$139K
SC
656
Slow Capital
California
$136K +$128K +800 New
PHK
657
Point72 Hong Kong
Hong Kong
$135K +$71.1K +444 +127%
PA
658
Parallel Advisors
California
$134K
CA
659
Crewe Advisors
Utah
$133K +$125K +783 New
WTC
660
WhitTier Trust Company
Nevada
$132K +$75K +468 +150%
OFS
661
Orrstown Financial Services
Pennsylvania
$130K -$2.4K -15 -2%
VCM
662
Virtue Capital Management
Tennessee
$128K +$121K +753 New
WT
663
Whittier Trust
California
$126K +$26.9K +168 +29%
AAC
664
Asset Advisors Corp
Georgia
$119K
LF
665
Lee Financial
Texas
$116K +$54.5K +340 +99%
AF
666
Advisornet Financial
Minnesota
$116K +$110K +687 New
BL
667
Balentine LLC
Georgia
$115K
BAM
668
Barrett Asset Management
New York
$108K
Carson Wealth (CWM LLC)
669
Carson Wealth (CWM LLC)
Nebraska
$102K -$1.6K -10 -2%
Fuller & Thaler Asset Management
670
Fuller & Thaler Asset Management
California
$102K
CCM
671
Covington Capital Management
California
$101K +$4.81K +30 +5%
IWP
672
Icon Wealth Partners
Texas
$101K +$95.3K +595 New
PMFA
673
Plante Moran Financial Advisors
Michigan
$99K +$60.1K +375 +179%
FBT
674
First Bank & Trust
South Dakota
$98K -$13.8K -86 -13%
CAL
675
Capital Analysts LLC
Pennsylvania
$96K