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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
726
Premier Path Wealth Partners
New Jersey
$656K -$513 -1 -0.1%
OLA
727
Oliver Luxxe Assets
New Jersey
$655K +$52.8K +103 +8%
COCM
728
Charter Oak Capital Management
New Hampshire
$653K -$8.2K -16 -1%
AO
729
Advisor OS
Illinois
$651K -$21K -41 -3%
CIA
730
Concurrent Investment Advisors
Florida
$650K +$14.4K +28 +2%
EB
731
Eastern Bank
Massachusetts
$647K +$29.2K +57 +5%
PA
732
Pinnacle Associates
New York
$645K +$34.9K +68 +5%
BAM
733
Berkshire Asset Management
Pennsylvania
$645K -$5.13K -10 -0.8%
KP
734
Keel Point
Alabama
$644K -$19K -37 -3%
DAS
735
Diversify Advisory Services
Utah
$641K +$311K +606 +75%
NWM
736
Northcape Wealth Management
New York
$639K – – –
MA
737
MJP Associates
Connecticut
$634K +$34.9K +68 +6%
IA
738
IFP Advisors
Florida
$633K -$98.9K -193 -13%
IA
739
Insight Advisors
Pennsylvania
$632K -$4.1K -8 -0.6%
SMA
740
Sage Mountain Advisors
Georgia
$626K -$62.5K -122 -9%
EH
741
Equitable Holdings
New York
$622K +$273K +532 +72%
MMA
742
Miracle Mile Advisors
California
$621K -$6.66K -13 -1%
TCA
743
Trifecta Capital Advisors
Illinois
$619K -$4.1K -8 -0.6%
PFPT
744
Pinnacle Financial Partners (Tennessee)
Tennessee
$618K +$16.9K +33 +3%
JFGIW
745
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$614K +$134K +261 +26%
PCH
746
PGIM Custom Harvest
New Jersey
$613K +$6.66K +13 +1%
FFN
747
Focus Financial Network
Minnesota
$611K -$3.08K -6 -0.5%
MWM
748
Modera Wealth Management
New Jersey
$610K -$11.3K -22 -2%
PAM
749
Panagora Asset Management
Massachusetts
$609K +$7.17K +14 +1%
SWP
750
Sagespring Wealth Partners
Tennessee
$606K -$33.8K -66 -5%
28 29
30
31 32