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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
676
Belpointe Asset Management
Nevada
$779K -$63.2K -128 -8%
EW
677
Elyxium Wealth
California
$777K +$24.2K +49 +3%
RBI
678
Raiffeisen Bank International
Austria
$777K -$2.84M -5,751 -79%
AWM
679
Accel Wealth Management
Iowa
$773K +$12.8K +26 +2%
WS
680
Wedbush Securities
California
$763K -$24.2K -49 -3%
DWA
681
Douglass Winthrop Advisors
New York
$762K -$21.2K -43 -3%
NS
682
NBC Securities
Alabama
$760K +$988 +2 +0.1%
SCA
683
Strathmore Capital Advisors
North Carolina
$751K +$688K +1,393 New
LWM
684
Lyell Wealth Management
California
$749K – – –
MWM
685
Mission Wealth Management
California
$746K -$1.48K -3 -0.2%
SMA
686
Sage Mountain Advisors
Georgia
$745K -$20.3K -41 -3%
OPA
687
Old Port Advisors
Maine
$737K +$9.88K +20 +1%
CL
688
CSS LLC
Illinois
$737K -$148K -300 -18%
CA
689
Crewe Advisors
Utah
$734K -$988 -2 -0.1%
PCM
690
Pointe Capital Management
Michigan
$732K – – –
EWA
691
EverSource Wealth Advisors
Alabama
$731K +$112K +226 +20%
AO
692
Advisor OS
Illinois
$730K +$93.4K +189 +16%
KP
693
Keel Point
Alabama
$719K +$125K +252 +23%
COCM
694
Charter Oak Capital Management
New Hampshire
$718K -$16.3K -33 -2%
CFP
695
Catalyst Financial Partners
Massachusetts
$717K +$494 +1 +0.1%
PA
696
Profund Advisors
Maryland
$716K -$16.8K -34 -2%
RFA
697
ROI Financial Advisors
Oregon
$716K +$66.2K +134 +11%
PPWP
698
Premier Path Wealth Partners
New Jersey
$713K +$15.3K +31 +2%
FC
699
FORA Capital
Florida
$706K -$2.44M -4,932 -79%
BAM
700
Berkshire Asset Management
Pennsylvania
$706K +$37.1K +75 +6%
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