We are live on ! Find out more
AMP icon

Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
LPIC
651
LeJeune Puetz Investment Counsel
Michigan
$142K – – –
CAL
652
Capital Analysts LLC
Pennsylvania
$141K – – –
FBT
653
First Bank & Trust
South Dakota
$137K -$7.44K -48 -6%
WTC
654
WhitTier Trust Company
Nevada
$134K – – –
IAS
655
IMA Advisory Services
Colorado
$131K – – –
TPWA
656
TRUE Private Wealth Advisors
Oregon
$129K +$121K +780 New
LC
657
Lindbrook Capital
California
$128K +$4.03K +26 +3%
RMC
658
Resources Management Corp
Connecticut
$121K +$62K +400 +122%
TPCW
659
TD Private Client Wealth
New York
$121K +$112K +724 New
FPS
660
Fieldpoint Private Securities
Connecticut
$119K -$7.59K -49 -6%
GRP
661
Global Retirement Partners
California
$117K -$775 -5 -0.7%
CHAM
662
Clear Harbor Asset Management
Connecticut
$115K +$107K +692 New
PA
663
Procyon Advisors
Connecticut
$114K +$106K +686 New
ACM
664
AUA Capital Management
Pennsylvania
$112K – – –
FWM
665
Focused Wealth Management
New York
$108K – – –
BAM
666
Barrett Asset Management
New York
$107K – – –
APA
667
American Portfolios Advisors
New York
$106K -$759K -4,897 -89%
SMFS
668
Squar Milner Financial Services
California
$104K +$96.8K +625 New
OPS
669
Orion Portfolio Solutions
Nebraska
$104K +$97K +626 New
PCG
670
Private Capital Group
Connecticut
$101K -$224K -1,445 -70%
DWA
671
Dougherty Wealth Advisers
Minnesota
$100K – – –
WB
672
West Bancorporation
Iowa
$100K +$93K +600 New
LWCFA
673
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$96K -$35.6K -230 -29%
MAM
674
Meeder Asset Management
Ohio
$96K +$26.2K +169 +41%
O
675
Ossiam
France
$93K +$24K +155 +38%
25 26
27
28 29