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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
676
McLean Asset Management
Virginia
$506K +$343 +1 +0.1%
WANY
677
Wealthspire Advisors (New York)
New York
$506K +$97.4K +284 +27%
COCM
678
Charter Oak Capital Management
New Hampshire
$504K -$74.4K -217 -14%
AT
679
Arlington Trust
Alabama
$504K +$455K +1,326 New
WS
680
Wedbush Securities
California
$503K +$10.6K +31 +2%
BAM
681
Belpointe Asset Management
Nevada
$503K +$7.54K +22 +2%
NWM
682
Northcape Wealth Management
New York
$500K – – –
CC
683
Cipher Capital
New York
$499K +$451K +1,315 New
CIP
684
Convergence Investment Partners
Florida
$498K +$81.6K +238 +22%
CGL
685
Clarius Group LLC
Washington
$498K -$25.7K -75 -5%
VBFP
686
Valtinson Bruner Financial Planning
Minnesota
$497K – – –
MWM
687
Modera Wealth Management
New Jersey
$495K -$7.2K -21 -2%
EFI
688
EHP Funds Inc
Canada
$494K -$480K -1,400 -52%
CT
689
Coastline Trust
Rhode Island
$494K – – –
ECM
690
Estabrook Capital Management
New York
$494K – – –
BHCM
691
Brevan Howard Capital Management
Jersey
$490K +$211K +616 +91%
PPWP
692
Premier Path Wealth Partners
New Jersey
$488K +$451K +1,314 New
FWIA
693
Fort Washington Investment Advisors
Ohio
$485K – – –
OPA
694
Old Port Advisors
Maine
$485K +$21.3K +62 +5%
DJSG
695
D.J. St. Germain
Massachusetts
$484K -$20.6K -60 -5%
TCPWM
696
Traverso Chambers Private Wealth Management
California
$472K – – –
TAM
697
Trust Asset Management
Texas
$467K – – –
SCA
698
Snowden Capital Advisors
New York
$467K +$1.37K +4 +0.3%
CP
699
CenterBook Partners
Connecticut
$466K -$451K -1,314 -52%
PAM
700
Panagora Asset Management
Massachusetts
$465K -$12.7K -37 -3%
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