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Ameriprise Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PI
701
PFG Investments
New York
$721K +$88.2K +172 +13%
IAN
702
Integrated Advisors Network
Texas
$720K -$9.74K -19 -1%
RFA
703
ROI Financial Advisors
Oregon
$719K +$63K +123 +9%
EW
704
Elyxium Wealth
California
$715K
IAS
705
Insigneo Advisory Services
Florida
$714K -$206K -401 -22%
AA
706
Armis Advisers
Georgia
$713K +$784K +1,530 New
AWM
707
Accel Wealth Management
Iowa
$713K +$1.02K +2 +0.1%
FFM
708
Forum Financial Management
Illinois
$708K -$11.3K -22 -2%
NS
709
NBC Securities
Alabama
$697K -$3.59K -7 -0.5%
CAS
710
CTC Alternative Strategies
Illinois
$693K +$723K +1,410 New
CA
711
Crewe Advisors
Utah
$692K +$16.9K +33 +2%
WS
712
Wedbush Securities
California
$691K -$12.3K -24 -2%
LWM
713
Lyell Wealth Management
California
$690K
AFG
714
Atomi Financial Group
New York
$689K +$181K +353 +34%
PCM
715
Pointe Capital Management
Michigan
$674K
OPA
716
Old Port Advisors
Maine
$673K -$6.15K -12 -0.9%
MWM
717
Mission Wealth Management
California
$671K -$16.9K -33 -2%
SI
718
Stephens Inc
Arkansas
$671K -$213K -416 -23%
Wellington Management Group
719
Wellington Management Group
Massachusetts
$668K +$55.4K +108 +9%
SAM
720
Shell Asset Management
Netherlands
$668K -$1.49M -2,915 -68%
GVAG
721
Great Valley Advisor Group
Delaware
$667K +$227K +443 +48%
SCA
722
Strathmore Capital Advisors
North Carolina
$662K -$23.1K -45 -3%
PA
723
Profund Advisors
Maryland
$661K +$2.56K +5 +0.4%
EWA
724
EverSource Wealth Advisors
Alabama
$660K -$12.3K -24 -2%
CFP
725
Catalyst Financial Partners
Massachusetts
$658K -$2.05K -4 -0.3%