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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
676
Westerkirk Capital
$809K – – –
BCV
677
Banque Cantonale Vaudoise
Switzerland
$803K -$162K -353 -17%
PA
678
Pinnacle Associates
New York
$792K -$33.5K -73 -4%
IFU
679
iSAM Funds (UK)
United Kingdom
$789K +$788K +1,720 New
MWM
680
Modern Wealth Management
Kansas
$786K +$54.1K +118 +7%
ST
681
Smithfield Trust
Pennsylvania
$786K – – –
EWA
682
EverSource Wealth Advisors
Alabama
$786K -$273K -595 -26%
GAM
683
Guinness Asset Management
United Kingdom
$782K -$137K -298 -15%
TCA
684
Transcend Capital Advisors
New Jersey
$781K -$216K -472 -22%
QC
685
Quent Capital
New York
$777K -$44.5K -97 -5%
ST
686
Spinnaker Trust
Maine
$773K – – –
FCBT
687
First Citizens Bank & Trust
North Carolina
$766K -$27.5K -60 -3%
NWWA
688
New Wave Wealth Advisors
Arkansas
$757K +$171K +373 +29%
FCB
689
First County Bank
Connecticut
$756K +$43.1K +94 +6%
TM
690
TigerOak Management
New Mexico
$752K -$2.29K -5 -0.3%
DJSG
691
D.J. St. Germain
Massachusetts
$747K +$17.4K +38 +2%
TE
692
Tema ETFs
New York
$745K +$66.5K +145 +10%
CWP
693
Cyndeo Wealth Partners
Florida
$742K -$7.79K -17 -1%
NG
694
Norden Group
Utah
$742K -$102K -223 -12%
PWM
695
Parkshore Wealth Management
California
$741K – – –
SC
696
Searle & Co
Connecticut
$741K – – –
WANY
697
Wealthspire Advisors (New York)
New York
$740K -$38.5K -84 -5%
FRA
698
Frank Rimerman Advisors
California
$740K – – –
PCM
699
Pennsylvania Capital Management
Pennsylvania
$737K – – –
AA
700
Ancora Advisors
Ohio
$735K -$21.5K -47 -3%
26 27
28
29 30