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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
651
Congress Wealth Management
Massachusetts
$739K +$48.3K +113 +7%
DEA
652
DoubleLine ETF Adviser
Florida
$735K -$33.3K -78 -4%
TCA
653
Transcend Capital Advisors
New Jersey
$733K +$47.4K +111 +7%
FRA
654
Frank Rimerman Advisors
California
$732K +$732K +1,714 New
KIM
655
Kestra Investment Management
Texas
$731K +$731K +1,712 New
AAM
656
Advisors Asset Management
Colorado
$726K +$49.1K +115 +7%
AWM
657
Accel Wealth Management
Iowa
$724K +$91K +213 +14%
GC
658
Grimes & Company
Massachusetts
$722K +$24.4K +57 +3%
BFA
659
Brown Financial Advisors
Ohio
$721K +$721K +1,688 New
ST
660
Spinnaker Trust
Maine
$720K – – –
ATC
661
Argent Trust Co
Tennessee
$716K – – –
MS
662
Maven Securities
Jersey
$713K -$649K -1,520 -48%
EA
663
Everpar Advisors
Oklahoma
$702K +$8.54K +20 +1%
BFM
664
Boston Financial Management
Massachusetts
$697K -$38K -89 -5%
JWCA
665
J.W. Coons Advisors
Ohio
$696K +$98.3K +230 +16%
BTI
666
Blue Trust Inc
Georgia
$695K +$463K +1,083 +216%
GBT
667
Grove Bank & Trust
Florida
$690K – – –
HCMG
668
Howard Capital Management Group
California
$687K – – –
PCM
669
Pennsylvania Capital Management
Pennsylvania
$686K -$54.3K -127 -7%
AA
670
Ancora Advisors
Ohio
$685K – – –
EGA
671
Eagle Global Advisors
Texas
$684K – – –
SPA
672
Sherbrooke Park Advisers
New York
$682K +$71.3K +167 +12%
SCA
673
Stokes Capital Advisors
South Carolina
$676K -$1.28K -3 -0.2%
GAM
674
Gotham Asset Management
New York
$667K +$145K +340 +28%
FCBT
675
First Citizens Bank & Trust
North Carolina
$665K +$5.55K +13 +0.8%
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