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Ameriprise Financial

Name Holding Trade Value Shares
Change
Change in
Stake
EW
701
Evoke Wealth
California
$691K +$234K +485 +45%
FCB
702
First County Bank
Connecticut
$690K +$336K +698 +82%
FBT
703
First Bank & Trust
South Dakota
$690K -$145K -300 -16%
ECM
704
Everence Capital Management
Indiana
$684K
PCM
705
Polymer Capital Management
New York
$667K -$1.83M -3,790 -72%
Dodge & Cox
706
Dodge & Cox
California
$667K
II
707
Ibex Investors
Colorado
$667K +$723K +1,500 New
SRL
708
Scientech Research LLC
New Jersey
$662K +$194K +402 +37%
PPW
709
Parcion Private Wealth
Washington
$659K +$33.3K +69 +5%
PI
710
PFG Investments
New York
$658K -$3.37K -7 -0.5%
TE
711
Tema ETFs
New York
$657K +$3.37K +7 +0.5%
ETC
712
Exchange Traded Concepts
Oklahoma
$655K +$482K +1,000 +211%
EW
713
Elyxium Wealth
California
$655K +$9.64K +20 +1%
BFO
714
Boston Family Office
Massachusetts
$648K +$703K +1,458 New
PPWP
715
Premier Path Wealth Partners
New Jersey
$645K +$62.6K +130 +10%
KCM
716
Kornitzer Capital Management
Kansas
$644K -$4.86M -10,085 -87%
AWM
717
Accel Wealth Management
Iowa
$643K +$2.41K +5 +0.3%
BP
718
Ballentine Partners
Massachusetts
$640K -$48.7K -101 -7%
RFA
719
ROI Financial Advisors
Oregon
$640K -$15.9K -33 -2%
IAS
720
Insigneo Advisory Services
Florida
$639K +$34.2K +71 +5%
Capstone Investment Advisors
721
Capstone Investment Advisors
New York
$635K +$246K +511 +56%
MG
722
Mather Group
Illinois
$628K -$40K -83 -6%
CA
723
Crewe Advisors
Utah
$626K
ORI
724
Oak Ridge Investments
Illinois
$625K -$1.93K -4 -0.3%
SCA
725
Strathmore Capital Advisors
North Carolina
$625K -$482 -1 -0.1%