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Ameriprise Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
701
Modern Wealth Management
Kansas
$736K +$248K +522 +53%
Dodge & Cox
702
Dodge & Cox
California
$736K
PA
703
Pinnacle Associates
New York
$735K +$87.8K +185 +14%
PCA
704
Pallas Capital Advisors
Massachusetts
$734K +$321K +676 +82%
MG
705
Mather Group
Illinois
$734K -$110K -232 -13%
RBI
706
Raiffeisen Bank International
Austria
$733K -$24.7K -52 -3%
AT
707
Adelphi Trust
Florida
$732K +$708K +1,493 New
PI
708
PFG Investments
New York
$729K +$9.96K +21 +1%
HW
709
Hancock Whitney
Mississippi
$729K -$2.85K -6 -0.4%
BRWA
710
B. Riley Wealth Advisors
Florida
$725K -$36.5K -77 -5%
CIA
711
Caerus Investment Advisors
Texas
$723K +$699K +1,474 New
LCGC
712
Legacy Capital Group California
California
$722K -$67.4K -142 -9%
RFA
713
ROI Financial Advisors
Oregon
$722K +$3.8K +8 +0.5%
TE
714
Tema ETFs
New York
$721K -$1.9K -4 -0.3%
WAM
715
WealthTrust Asset Management
Florida
$719K -$11.9K -25 -2%
FFM
716
Forum Financial Management
Illinois
$718K +$10.4K +22 +2%
EW
717
Elyxium Wealth
California
$713K -$1.42K -3 -0.2%
AWM
718
Accel Wealth Management
Iowa
$707K -$4.27K -9 -0.6%
IAN
719
Integrated Advisors Network
Texas
$706K -$12.8K -27 -2%
AA
720
Armis Advisers
Georgia
$705K +$35.6K +75 +5%
NICM
721
Neo Ivy Capital Management
New York
$696K +$674K +1,420 New
PPW
722
Parcion Private Wealth
Washington
$693K +$360K +759 +116%
ORI
723
Oak Ridge Investments
Illinois
$692K -$38K -80 -5%
IA
724
IFP Advisors
Florida
$692K +$58.4K +123 +10%
CA
725
Crewe Advisors
Utah
$691K