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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
701
Stephens Inc
Arkansas
$225K -$51.4K -204 -18%
MG
702
Mather Group
Illinois
$225K -$27.7K -110 -11%
SC
703
Sepio Capital
Utah
$224K – – –
S
704
Seeyond
France
$223K +$1.01K +4 +0.4%
PNC
705
Park National Corp
Ohio
$222K – – –
BMO
706
Beck Mack & Oliver
New York
$221K +$224K +889 New
IWM
707
IHT Wealth Management
Illinois
$219K -$11.8K -47 -5%
PFPT
708
Pinnacle Financial Partners (Tennessee)
Tennessee
$219K – – –
TFS
709
TrustCore Financial Services
Tennessee
$219K – – –
PWA
710
Pinnacle Wealth Advisors
Tennessee
$219K +$222K +880 New
KPW
711
Kore Private Wealth
New York
$213K -$3.78K -15 -2%
GWM
712
Geneos Wealth Management
Colorado
$213K -$1.26K -5 -0.6%
PFSC
713
Peoples Financial Services Corp
Pennsylvania
$213K – – –
HFM
714
Harvest Fund Management
China
$212K – – –
LPIC
715
LeJeune Puetz Investment Counsel
Michigan
$212K – – –
VWA
716
V Wealth Advisors
Kansas
$212K +$213K +846 New
SMA
717
Sage Mountain Advisors
Georgia
$211K +$214K +849 New
PGAM
718
Princeton Global Asset Management
New Jersey
$209K – – –
BWP
719
BSW Wealth Partners
Colorado
$208K -$21.4K -85 -9%
OPS
720
Orion Portfolio Solutions
Nebraska
$208K -$10.1K -40 -5%
BHBT
721
Burke & Herbert Bank & Trust
Virginia
$207K +$209K +831 New
MSAM
722
Moloney Securities Asset Management
Missouri
$206K +$209K +830 New
WSFS
723
Wilmington Savings Fund Society
Delaware
$204K +$207K +820 New
WT
724
Washington Trust
Rhode Island
$201K – – –
PCA
725
Pallas Capital Advisors
Massachusetts
$201K +$198K +785 New
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