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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
WIS
676
Wright Investors Service
Connecticut
$829K -$193K -406 -19%
BAM
677
Belpointe Asset Management
Nevada
$828K +$103K +217 +15%
ST
678
Spinnaker Trust
Maine
$826K – – –
ATC
679
Argent Trust Co
Tennessee
$822K -$6.17K -13 -0.8%
CWP
680
Cyndeo Wealth Partners
Florida
$821K -$2.92M -6,143 -79%
PAM
681
Panagora Asset Management
Massachusetts
$816K +$202K +426 +34%
SIM
682
Stratos Investment Management
Ohio
$813K +$59.8K +126 +8%
CPIG
683
Chicago Partners Investment Group
Illinois
$813K +$498K +1,049 +178%
AA
684
Ancora Advisors
Ohio
$807K +$14.7K +31 +2%
TM
685
TigerOak Management
New Mexico
$807K – – –
MFGM
686
Marshall Financial Group (Maryland)
Maryland
$799K +$774K +1,630 New
DJSG
687
D.J. St. Germain
Massachusetts
$797K -$14.2K -30 -2%
AO
688
Advisor OS
Illinois
$796K +$141K +298 +22%
PWM
689
Parkshore Wealth Management
California
$793K +$2.85K +6 +0.4%
SC
690
Searle & Co
Connecticut
$792K – – –
FRA
691
Frank Rimerman Advisors
California
$791K -$9.02K -19 -1%
GWMR
692
GC Wealth Management RIA
Massachusetts
$787K -$558K -1,176 -42%
PCM
693
Pennsylvania Capital Management
Pennsylvania
$787K – – –
WS
694
Wedbush Securities
California
$776K +$84K +177 +13%
OIMU
695
Osmosis Investment Management UK
United Kingdom
$775K +$750K +1,581 New
MA
696
MJP Associates
Connecticut
$773K +$136K +286 +22%
AWA
697
Aaron Wealth Advisors
Illinois
$758K +$170K +358 +30%
BP
698
Ballentine Partners
Massachusetts
$756K -$54.6K -115 -7%
ECM
699
Everence Capital Management
Indiana
$755K – – –
GC
700
Grimes & Company
Massachusetts
$755K +$6.64K +14 +0.9%
26 27
28
29 30