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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
726
PFG Investments
New York
$655K -$23.8K -52 -4%
MG
727
Mather Group
Illinois
$655K +$6.42K +14 +1%
CCM
728
Copeland Capital Management
Pennsylvania
$653K -$13.8M -30,181 -95%
EAM
729
Empirical Asset Management
Massachusetts
$652K -$79.3K -173 -11%
BP
730
Ballentine Partners
Massachusetts
$651K -$9.17K -20 -1%
SWP
731
Stratos Wealth Partners
Ohio
$651K +$97.2K +212 +18%
CA
732
Crewe Advisors
Utah
$649K +$2.75K +6 +0.4%
EB
733
Eastern Bank
Massachusetts
$643K +$91.7K +200 +17%
3IP
734
3Chopt Investment Partners
Virginia
$639K +$3.21K +7 +0.5%
IAS
735
Insigneo Advisory Services
Florida
$625K -$34.4K -75 -5%
SGAM
736
Smith Group Asset Management
Texas
$624K +$143K +311 +30%
PS
737
Principal Securities
Iowa
$622K -$742K -1,618 -54%
WA
738
Waddell & Associates
Tennessee
$620K -$312K -680 -33%
PCM
739
Pointe Capital Management
Michigan
$620K -$9.63K -21 -2%
OWCM
740
One Wealth Capital Management
Arizona
$619K +$326K +711 +111%
PCMNC
741
Piedmont Capital Management (North Carolina)
North Carolina
$618K +$12.8K +28 +2%
SWP
742
Sagespring Wealth Partners
Tennessee
$617K -$11K -24 -2%
IRP
743
Investment Research Partners
Pennsylvania
$614K +$147K +321 +32%
PCH
744
PGIM Custom Harvest
New Jersey
$606K +$34.4K +75 +6%
OPA
745
Old Port Advisors
Maine
$602K +$18.8K +41 +3%
CFP
746
Catalyst Financial Partners
Massachusetts
$602K +$5.96K +13 +1%
WTC
747
WhitTier Trust Company
Nevada
$599K -$16K -35 -3%
ORI
748
Oak Ridge Investments
Illinois
$598K -$47.2K -103 -7%
NWM
749
Northcape Wealth Management
New York
$596K – – –
PTC
750
Private Trust Company
Ohio
$587K +$458 +1 +0.1%
28 29
30
31 32