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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
701
Global Retirement Partners
California
$371K -$16.3K -53 -5%
WKSWA
702
White Knight Strategic Wealth Advisors
New Jersey
$370K – – –
TW
703
TrinityPoint Wealth
Connecticut
$370K +$342K +1,114 New
BWA
704
Burt Wealth Advisors
Maryland
$369K – – –
MA
705
Mutual Advisors
Nebraska
$367K +$339K +1,104 New
ZF
706
Zhang Financial
Michigan
$366K +$339K +1,102 New
WTC
707
WhitTier Trust Company
Nevada
$364K +$25.2K +82 +8%
FBFS
708
First Business Financial Services
Wisconsin
$363K – – –
APW
709
Aurora Private Wealth
New Jersey
$362K – – –
IWM
710
IHT Wealth Management
Illinois
$362K +$5.84K +19 +2%
ST
711
Spinnaker Trust
Maine
$360K – – –
LA
712
Legacy Advisors
Pennsylvania
$359K -$15.4K -50 -4%
FFN
713
Focus Financial Network
Minnesota
$359K -$10.4K -34 -3%
HIM
714
Hillsdale Investment Management
Ontario, Canada
$359K – – –
FIBT
715
First International Bank & Trust
North Dakota
$357K +$7.99K +26 +2%
EHC
716
Everett Harris & Co
California
$356K – – –
WSFS
717
Wilmington Savings Fund Society
Delaware
$354K +$615 +2 +0.2%
KFP
718
KMG Fiduciary Partners
Ohio
$352K +$31.4K +102 +11%
KS
719
Karpas Strategies
Connecticut
$352K – – –
AP
720
Americana Partners
Texas
$352K – – –
PA
721
Pinnacle Associates
New York
$343K -$62.1K -202 -16%
TW
722
Transform Wealth
Colorado
$342K -$4.61K -15 -1%
BAM
723
Berkshire Asset Management
Pennsylvania
$342K +$36.3K +118 +13%
KP
724
Keel Point
Alabama
$341K +$17.8K +58 +6%
WIC
725
Woodmont Investment Counsel
Tennessee
$341K -$126K -409 -29%
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