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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
651
Capital Bank & Trust
California
$26K -$13.3K -106 -30%
GCM
652
Gables Capital Management
Florida
$26K – – –
RWA
653
Ropes Wealth Advisors
Massachusetts
$25K – – –
TSW
654
Thompson Siegel & Walmsley
Virginia
$25K +$7.53K +60 +34%
NFG
655
Next Financial Group
Texas
$24K -$3.14K -25 -10%
BL
656
Balentine LLC
Georgia
$24K – – –
EWM
657
Elite Wealth Management
Washington
$24K – – –
WTB
658
Washington Trust Bank
Washington
$24K – – –
IFAM
659
Institutional & Family Asset Management
Colorado
$24K +$21.8K +174 +295%
SPL
660
Smart Portfolios LLC
Washington
$24K +$28.9K +230 New
BBA
661
Braun-Bostich & Associates
Pennsylvania
$23K – – –
OFW
662
Omnia Family Wealth
Florida
$23K – – –
BWM
663
BerganKDV Wealth Management
Minnesota
$22K – – –
IWA
664
Intercontinental Wealth Advisors
Texas
$22K +$26.6K +212 New
FMTCOCP
665
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$21K – – –
FFC
666
First Financial Corp
Indiana
$21K – – –
OIA
667
OneDigital Investment Advisors
Kansas
$21K – – –
TI
668
Truehand Inc
New Hampshire
$21K +$25.1K +200 New
WPA
669
West Paces Advisors
Georgia
$20.6K – – –
AWM
670
AllSquare Wealth Management
New York
$20K – – –
GWMIA
671
Global Wealth Management Investment Advisory
Florida
$20K +$24.2K +193 New
APW
672
Acima Private Wealth
Virginia
$20K +$24.5K +195 New
ADL
673
Asset Dedication LLC
California
$19K – – –
SCM
674
Silvant Capital Management
Georgia
$19K – – –
WEC
675
Winslow Evans & Crocker
Massachusetts
$18K -$4.27K -34 -18%
25 26
27
28 29