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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
676
Kolinsky Wealth Management
New Jersey
$682K +$21.2K +53 +4%
VBFG
677
Vishria Bird Financial Group
Tennessee
$677K – – –
PA
678
Profund Advisors
Maryland
$677K +$72.9K +182 +13%
FCBT
679
First Citizens Bank & Trust
North Carolina
$677K +$618K +1,543 New
SIA
680
Schechter Investment Advisors
Michigan
$676K +$1.2K +3 +0.2%
ECM
681
Everence Capital Management
Indiana
$675K – – –
FPCP
682
Fort Point Capital Partners
California
$669K – – –
1W
683
1776 Wealth
Georgia
$665K -$6.81K -17 -1%
CPBTD
684
Central Pacific Bank - Trust Division
Hawaii
$661K +$609K +1,520 New
MM
685
MQS Management
New York
$657K +$600K +1,498 New
CBA
686
Coastal Bridge Advisors
Connecticut
$653K +$801 +2 +0.1%
AWM
687
Accel Wealth Management
Iowa
$650K -$38K -95 -6%
FPAS
688
Focus Partners Advisor Solutions
Missouri
$648K +$591K +1,477 New
HI
689
Horizon Investments
North Carolina
$645K +$30K +75 +5%
SC
690
Searle & Co
Connecticut
$644K – – –
IA
691
Insight Advisors
Pennsylvania
$643K – – –
RB
692
Renasant Bank
Mississippi
$639K -$8.01K -20 -1%
CIP
693
Convergence Investment Partners
Florida
$638K +$57.7K +144 +11%
CL
694
CSS LLC
Illinois
$636K +$180K +450 +45%
FFM
695
Forum Financial Management
Illinois
$634K – – –
PA
696
Pinnacle Associates
New York
$633K +$121K +301 +26%
BTWM
697
Baker Tilly Wealth Management
Wisconsin
$632K -$11.2K -28 -2%
WS
698
Wedbush Securities
California
$630K +$45.2K +113 +9%
SPA
699
Sherbrooke Park Advisers
New York
$627K +$573K +1,430 New
CA
700
Crewe Advisors
Utah
$626K +$571K +1,427 New
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