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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
701
Northcape Wealth Management
New York
$619K – – –
AT
702
Arlington Trust
Alabama
$612K – – –
GF
703
Gabelli Funds
New York
$611K – – –
BCM
704
Becker Capital Management
Oregon
$608K – – –
BWP
705
Baldwin Wealth Partners
Massachusetts
$606K +$559K +1,289 New
PPWP
706
Premier Path Wealth Partners
New Jersey
$602K -$868 -2 -0.2%
CCA
707
Checchi Capital Advisers
California
$601K -$30.4K -70 -5%
AWA
708
Arkadios Wealth Advisors
Georgia
$595K +$20.8K +48 +4%
EA
709
Everpar Advisors
Oklahoma
$593K -$165K -381 -23%
SGI
710
Summit Global Investments
Utah
$590K +$127K +292 +30%
PCM
711
Perritt Capital Management
Illinois
$590K -$6.51K -15 -1%
MAM
712
McLean Asset Management
Virginia
$586K -$9.11K -21 -2%
FFN
713
Focus Financial Network
Minnesota
$578K – – –
TAM
714
Trust Asset Management
Texas
$578K – – –
SWP
715
Stratos Wealth Partners
Ohio
$577K -$130K -299 -20%
PAM
716
Panagora Asset Management
Massachusetts
$575K -$434 -1 -0.1%
WSCM
717
Wellington Shields Capital Management
New York
$573K – – –
PCH
718
PGIM Custom Harvest
New Jersey
$571K +$1.3K +3 +0.2%
AP
719
Advisors Preferred
Maryland
$571K +$174K +401 +50%
MWM
720
Modera Wealth Management
New Jersey
$566K -$2.6K -6 -0.5%
WC
721
Weil Company
California
$564K – – –
WJWM
722
Williams Jones Wealth Management
New York
$563K -$2.47M -5,703 -83%
FWM
723
FFT Wealth Management
Pennsylvania
$562K +$16.5K +38 +3%
EW
724
Enzi Wealth
Texas
$561K +$868 +2 +0.2%
TCM
725
Twin Capital Management
Pennsylvania
$560K +$518K +1,193 New
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