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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
726
Pinnacle Associates
New York
$720K +$112K +209 +18%
CFP
727
Catalyst Financial Partners
Massachusetts
$713K +$2.13K +4 +0.3%
IA
728
Insight Advisors
Pennsylvania
$711K -$15.5K -29 -2%
NWM
729
Northcape Wealth Management
New York
$701K – – –
NCFG
730
New Century Financial Group
New Jersey
$698K -$118K -222 -15%
AT
731
Arlington Trust
Alabama
$693K – – –
GF
732
Gabelli Funds
New York
$692K – – –
TFA
733
Transamerica Financial Advisors
Florida
$690K -$168K -315 -20%
PPWP
734
Premier Path Wealth Partners
New Jersey
$688K +$6.4K +12 +0.9%
EA
735
Everpar Advisors
Oklahoma
$685K +$12.3K +23 +2%
I
736
InceptionR
California
$681K -$299K -561 -30%
AWA
737
Arkadios Wealth Advisors
Georgia
$678K +$3.2K +6 +0.5%
ACM
738
Aster Capital Management
United Arab Emirates
$677K +$679K +1,272 New
BCM
739
Becker Capital Management
Oregon
$676K -$13.3K -25 -2%
OTPPB
740
Ontario Teachers' Pension Plan Board
Ontario, Canada
$675K -$314K -588 -32%
FFN
741
Focus Financial Network
Minnesota
$670K +$14.9K +28 +2%
PCM
742
Perritt Capital Management
Illinois
$666K -$2.67K -5 -0.4%
ACA
743
Aptus Capital Advisors
Alabama
$665K +$216K +405 +48%
MWM
744
Modera Wealth Management
New Jersey
$663K +$21.3K +40 +3%
EWS
745
Evergreen Wealth Solutions
Pennsylvania
$662K -$157K -294 -19%
LFG
746
Larson Financial Group
Missouri
$662K -$45.4K -85 -6%
LA
747
Legacy Advisors
Pennsylvania
$659K -$296K -555 -31%
PAM
748
Panagora Asset Management
Massachusetts
$659K +$8.01K +15 +1%
PCH
749
PGIM Custom Harvest
New Jersey
$656K +$9.07K +17 +1%
TAM
750
Trust Asset Management
Texas
$655K – – –
28 29
30
31 32