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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
651
Wealthspire Advisors (New York)
New York
$364K +$110K +371 +44%
SICM
652
Sustainable Insight Capital Management
New York
$363K -$113K -381 -24%
KCM
653
Kathmere Capital Management
Pennsylvania
$363K -$45K -152 -11%
YIA
654
YHB Investment Advisors
Connecticut
$363K +$50.3K +170 +16%
WC
655
Weil Company
California
$362K – – –
AAM
656
Aureus Asset Management
Massachusetts
$359K -$15.7K -53 -4%
KP
657
Keel Point
Alabama
$359K +$12.1K +41 +4%
TCA
658
Transcend Capital Advisors
New Jersey
$359K +$352K +1,190 New
AP
659
Americana Partners
Texas
$357K – – –
WS
660
Wedbush Securities
California
$355K -$21.9K -74 -6%
DBT
661
Dubuque Bank & Trust
Iowa
$355K -$2.96K -10 -0.8%
CA
662
Clearstead Advisors
Ohio
$355K +$27.5K +93 +9%
BW
663
Basepoint Wealth
Iowa
$353K +$346K +1,171 New
DJSG
664
D.J. St. Germain
Massachusetts
$353K – – –
MG
665
Mather Group
Illinois
$353K +$85.2K +288 +33%
E
666
Ergoteles
New York
$348K -$6.67M -22,549 -95%
CWM
667
Chesapeake Wealth Management
Virginia
$348K – – –
TIM
668
Thompson Investment Management
Wisconsin
$348K – – –
TAM
669
Trust Asset Management
Texas
$348K – – –
BG
670
Benedetti & Gucer
Georgia
$346K -$40.2K -136 -11%
CCA
671
Checchi Capital Advisers
California
$345K +$23.1K +78 +7%
SS
672
Sunbelt Securities
Texas
$344K -$27.2K -92 -8%
CCFCSB
673
Cape Cod Five Cents Savings Bank
Massachusetts
$343K – – –
APW
674
Aurora Private Wealth
New Jersey
$341K +$5.62K +19 +2%
PFPT
675
Pinnacle Financial Partners (Tennessee)
Tennessee
$340K -$13.9K -47 -4%
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