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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
651
Stratos Investment Management
Ohio
$874K +$149K +309 +19%
ECM
652
Evergreen Capital Management
Washington
$873K +$47.2K +98 +5%
OIA
653
OneDigital Investment Advisors
Kansas
$872K -$245K -509 -21%
UAML
654
US Asset Management LLC
Pennsylvania
$859K -$2.89K -6 -0.3%
PP
655
Prudential plc
United Kingdom
$833K – – –
FPCP
656
Fort Point Capital Partners
California
$828K -$41K -85 -4%
1C
657
111 Capital
France
$825K +$894K +1,856 New
LT
658
Legacy Trust
Michigan
$821K -$482 -1 -0.1%
NG
659
Norden Group
Utah
$817K +$964 +2 +0.1%
RWM
660
Ritholtz Wealth Management
New York
$817K -$66K -137 -7%
SCA
661
Snowden Capital Advisors
New York
$811K -$137K -285 -14%
RIL
662
Rothschild Investment LLC
Illinois
$808K +$208K +432 +31%
MGIA
663
Moneta Group Investment Advisors
Missouri
$803K -$37.1K -77 -4%
PA
664
Pinnacle Associates
New York
$800K +$146K +302 +20%
QC
665
Quent Capital
New York
$796K -$47.2K -98 -5%
VST
666
Van Strum & Towne
California
$795K – – –
HCMG
667
Howard Capital Management Group
California
$794K – – –
WC
668
Westerkirk Capital
$784K -$65.5K -136 -7%
ACM
669
Aquatic Capital Management
Illinois
$772K -$3.1M -6,432 -79%
CIP
670
Convergence Investment Partners
Florida
$771K +$836K +1,735 New
FCBT
671
First Citizens Bank & Trust
North Carolina
$769K -$15.9K -33 -2%
KF
672
Krilogy Financial
Missouri
$768K -$191K -396 -19%
CSP
673
Cary Street Partners
Virginia
$768K -$964 -2 -0.1%
LFG
674
Larson Financial Group
Missouri
$762K -$106K -219 -11%
ST
675
Smithfield Trust
Pennsylvania
$761K – – –
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