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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
701
IHT Wealth Management
Illinois
$216K +$201K +928 New
BWP
702
BSW Wealth Partners
Colorado
$215K +$200K +923 New
WTC
703
WhitTier Trust Company
Nevada
$213K – – –
WB
704
WesBanco Bank
West Virginia
$212K +$197K +913 New
SC
705
Sepio Capital
Utah
$210K +$195K +902 New
BCM
706
Becker Capital Management
Oregon
$209K +$194K +898 New
S
707
Seeyond
France
$208K – – –
PNC
708
Park National Corp
Ohio
$207K +$192K +890 New
PFGIA
709
Patriot Financial Group Insurance Agency
Massachusetts
$206K +$11.7K +54 +6%
PFPT
710
Pinnacle Financial Partners (Tennessee)
Tennessee
$205K -$135K -625 -42%
TFS
711
TrustCore Financial Services
Tennessee
$205K – – –
OPS
712
Orion Portfolio Solutions
Nebraska
$204K +$189K +876 New
HI
713
Horizon Investments
North Carolina
$204K +$190K +878 New
MFW
714
Meristem Family Wealth
Minnesota
$204K +$190K +878 New
KPW
715
Kore Private Wealth
New York
$203K +$189K +872 New
PA
716
Procyon Advisors
Connecticut
$202K +$188K +870 New
FBFS
717
First Business Financial Services
Wisconsin
$201K +$187K +865 New
PFSC
718
Peoples Financial Services Corp
Pennsylvania
$199K -$21.6K -100 -10%
LPIC
719
LeJeune Puetz Investment Counsel
Michigan
$198K – – –
HFM
720
Harvest Fund Management
China
$196K – – –
MA
721
Montag & Associates
Georgia
$196K +$16.2K +75 +10%
PGAM
722
Princeton Global Asset Management
New Jersey
$195K – – –
WT
723
Washington Trust
Rhode Island
$188K +$54.1K +250 +45%
LCM
724
Logan Capital Management
Pennsylvania
$186K +$173K +800 New
CAL
725
Capital Analysts LLC
Pennsylvania
$184K – – –
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