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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
701
Spinnaker Trust
Maine
$338K – – –
YIA
702
YHB Investment Advisors
Connecticut
$334K – – –
EHC
703
Everett Harris & Co
California
$334K – – –
SSG
704
Summit Securities Group
New York
$334K +$327K +1,073 New
AP
705
Appleton Partners
Massachusetts
$332K -$121K -396 -27%
VFA
706
Valeo Financial Advisors
Indiana
$331K +$81.4K +267 +34%
KS
707
Karpas Strategies
Connecticut
$330K – – –
AP
708
Americana Partners
Texas
$330K -$38.7K -127 -11%
CWM
709
Chesapeake Wealth Management
Virginia
$325K -$12.2K -40 -4%
CFG
710
Citizens Financial Group
Rhode Island
$318K – – –
HI
711
Harbour Investments
Wisconsin
$316K +$55.8K +183 +22%
VBFG
712
Vishria Bird Financial Group
Tennessee
$314K – – –
HBT
713
Hills Bank & Trust
Iowa
$314K +$55.2K +181 +22%
PWPS
714
Pinnacle Wealth Planning Services
Ohio
$312K +$24.4K +80 +9%
VST
715
Van Strum & Towne
California
$311K – – –
BMA
716
Brooks Moore & Associates
Tennessee
$311K – – –
TFS
717
TrustCore Financial Services
Tennessee
$311K – – –
BMC
718
Beaton Management Company
Massachusetts
$309K – – –
BAM
719
Blueshift Asset Management
New Jersey
$307K +$301K +987 New
RIL
720
Rothschild Investment LLC
Illinois
$306K +$300K +983 New
GRP
721
Global Retirement Partners
California
$304K +$7.93K +26 +3%
FMLI
722
Fukoku Mutual Life Insurance
Japan
$302K – – –
PA
723
Pinnacle Associates
New York
$301K +$7.01K +23 +2%
ICP
724
Interchange Capital Partners
Pennsylvania
$300K -$372K -1,221 -56%
WTC
725
WhitTier Trust Company
Nevada
$300K +$8.85K +29 +3%
27 28
29
30 31