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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
676
Wealthspire Advisors (New York)
New York
$754K -$462K -958 -36%
AT
677
Adelphi Trust
Florida
$754K +$98.3K +204 +14%
PNC
678
Park National Corp
Ohio
$754K +$337K +700 +70%
ST
679
Spinnaker Trust
Maine
$749K – – –
MFGM
680
Marshall Financial Group (Maryland)
Maryland
$736K +$13K +27 +2%
AU
681
AlphaGrep UK
$736K -$412K -856 -34%
AA
682
Ancora Advisors
Ohio
$733K +$1.93K +4 +0.2%
TM
683
TigerOak Management
New Mexico
$731K – – –
CWP
684
Cyndeo Wealth Partners
Florida
$726K -$18.8K -39 -2%
PWM
685
Parkshore Wealth Management
California
$718K – – –
SC
686
Searle & Co
Connecticut
$718K – – –
FRA
687
Frank Rimerman Advisors
California
$717K -$482 -1 -0.1%
PCM
688
Pennsylvania Capital Management
Pennsylvania
$714K – – –
SAI
689
Savvy Advisors Inc
New York
$713K +$231K +479 +43%
GWMR
690
GC Wealth Management RIA
Massachusetts
$712K -$1.45K -3 -0.2%
EAM
691
Empirical Asset Management
Massachusetts
$708K +$768K +1,593 New
GC
692
Grimes & Company
Massachusetts
$707K +$25.5K +53 +3%
SCM
693
SKBA Capital Management
California
$707K -$217K -450 -22%
DJSG
694
D.J. St. Germain
Massachusetts
$707K -$17.3K -36 -2%
HW
695
Hancock Whitney
Mississippi
$700K – – –
AA
696
Armis Advisers
Georgia
$697K -$57.3K -119 -7%
LOAMS
697
Lombard Odier Asset Management (Switzerland)
Switzerland
$697K +$756K +1,569 New
MWM
698
Modern Wealth Management
Kansas
$697K +$45.3K +94 +6%
VRS
699
Virginia Retirement Systems
Virginia
$693K -$15.3M -31,840 -95%
MW
700
Marble Wealth
Alabama
$692K -$72.3K -150 -9%
26 27
28
29 30