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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
701
Forum Financial Management
Illinois
$790K +$11.2K +21 +1%
WA
702
Waverly Advisors
Alabama
$788K +$182K +341 +30%
BAM
703
Belpointe Asset Management
Nevada
$787K -$216K -405 -19%
GC
704
Grimes & Company
Massachusetts
$786K -$98.2K -184 -11%
GCM
705
Graham Capital Management
Connecticut
$775K +$777K +1,455 New
SMA
706
Sage Mountain Advisors
Georgia
$769K -$220K -413 -22%
MSA
707
MUFG Securities Americas
New York
$762K +$764K +1,432 New
DJSG
708
D.J. St. Germain
Massachusetts
$760K +$179K +335 +31%
TCA
709
Transcend Capital Advisors
New Jersey
$759K -$136K -255 -15%
SWP
710
Stratos Wealth Partners
Ohio
$756K +$102K +191 +16%
AWM
711
Accel Wealth Management
Iowa
$754K -$146K -273 -16%
WCF
712
West Coast Financial
California
$750K -$3.74K -7 -0.5%
MWM
713
Mission Wealth Management
California
$749K -$1.6K -3 -0.2%
LWM
714
Lyell Wealth Management
California
$748K – – –
SIA
715
Schechter Investment Advisors
Michigan
$747K -$26.2K -49 -3%
1W
716
1776 Wealth
Georgia
$743K – – –
IAN
717
Integrated Advisors Network
Texas
$743K -$56K -105 -7%
EB
718
Eastern Bank
Massachusetts
$743K -$2.13K -4 -0.3%
WS
719
Wedbush Securities
California
$738K -$14.9K -28 -2%
CA
720
Crewe Advisors
Utah
$733K -$18.1K -34 -2%
PCP
721
Pacific Capital Partners
$730K -$334K -626 -31%
PCM
722
Pointe Capital Management
Michigan
$730K -$21.3K -40 -3%
COCM
723
Charter Oak Capital Management
New Hampshire
$729K -$13.3K -25 -2%
QC
724
Quantessence Capital
New York
$725K +$727K +1,362 New
OPA
725
Old Port Advisors
Maine
$724K +$4.8K +9 +0.7%
27 28
29
30 31