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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
676
Enterprise Financial Services Corp (EFSC)
Missouri
$95K -$6.41K -40 -7%
VFA
677
Valeo Financial Advisors
Indiana
$94K -$16.7K -104 -16%
GRP
678
Global Retirement Partners
California
$94K -$1.12K -7 -1%
BBHC
679
Brown Brothers Harriman & Co
New York
$90K +$41.2K +257 +93%
JFGIW
680
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$88K -$57.2K -357 -41%
SWM
681
SeaCrest Wealth Management
New York
$86K +$81.7K +510 New
SIAS
682
Shine Investment Advisory Services
Colorado
$85K – – –
GLI
683
Guardian Life Insurance
New York
$82K +$22.3K +139 +40%
JCM
684
Jacobi Capital Management
Pennsylvania
$79K +$64.3K +401 +668%
CAM
685
CenterStar Asset Management
Illinois
$78K – – –
PCM
686
Penserra Capital Management
California
$78K +$26.9K +168 +57%
WB
687
Webster Bank
Connecticut
$72K – – –
WCM
688
Whitener Capital Management
North Carolina
$70K +$67K +418 New
TL
689
TrueWealth LLC
Georgia
$68K +$63.9K +399 New
PCP
690
Proficio Capital Partners
Massachusetts
$67K -$1.6K -10 -2%
ZB
691
Zions Bancorporation
Utah
$67K +$3.04K +19 +5%
BWA
692
Burt Wealth Advisors
Maryland
$65K +$38.5K +240 +164%
DSC
693
Duncker Streett & Co
Missouri
$62K – – –
TWA
694
TCI Wealth Advisors
Arizona
$61K – – –
TFS
695
TrustCore Financial Services
Tennessee
$61K +$57.7K +360 New
C
696
Cerebellum
California
$58K +$55.3K +345 New
SLF
697
Sun Life Financial
Ontario, Canada
$55K -$125K -777 -71%
PCA
698
Providence Capital Advisors
North Carolina
$55K +$52.4K +327 New
PWPS
699
Pinnacle Wealth Planning Services
Ohio
$55K +$52.6K +328 New
IWM
700
IHT Wealth Management
Illinois
$54K – – –
26 27
28
29 30