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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
701
Forum Financial Management
Illinois
$719K +$524 +1 +0.1%
WS
702
Wedbush Securities
California
$716K +$48.3K +92 +7%
PWAM
703
Private Wealth Asset Management
Iowa
$716K +$775K +1,478 New
DWA
704
Douglass Winthrop Advisors
New York
$712K -$258K -491 -25%
GC
705
Grimes & Company
Massachusetts
$712K -$3.67K -7 -0.5%
BWP
706
Burling Wealth Partners
Illinois
$711K -$217K -413 -22%
AT
707
Arlington Trust
Alabama
$711K +$87.1K +166 +13%
PI
708
Pettee Investors
Connecticut
$702K -$367K -700 -33%
SMA
709
Sage Mountain Advisors
Georgia
$696K -$3.15K -6 -0.4%
PI
710
PFG Investments
New York
$694K +$134K +255 +22%
SWM
711
Spire Wealth Management
Virginia
$692K +$358K +683 +92%
AWM
712
Accel Wealth Management
Iowa
$689K +$4.2K +8 +0.6%
NS
713
NBC Securities
Alabama
$688K +$746K +1,422 +142,200%
FFA
714
Farther Finance Advisors
California
$685K +$278K +531 +61%
WCF
715
West Coast Financial
California
$682K – – –
EW
716
Elyxium Wealth
California
$681K +$738K +1,407 New
LWM
717
Lyell Wealth Management
California
$680K – – –
MWM
718
Mission Wealth Management
California
$678K -$3.15K -6 -0.4%
BHCM
719
Brevan Howard Capital Management
Jersey
$674K +$730K +1,392 New
SIM
720
Stratos Investment Management
Ohio
$674K +$229K +436 +46%
IAN
721
Integrated Advisors Network
Texas
$670K -$5.77K -11 -0.8%
CA
722
Crewe Advisors
Utah
$667K +$1.05K +2 +0.1%
COCM
723
Charter Oak Capital Management
New Hampshire
$667K +$5.25K +10 +0.7%
PA
724
Profund Advisors
Maryland
$666K -$65K -124 -8%
PA
725
Pinnacle Associates
New York
$665K +$11K +21 +2%
27 28
29
30 31