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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
751
Logan Capital Management
Pennsylvania
$211K – – –
SC
752
Schulhoff & Co
Ohio
$211K +$209K +800 New
LWAC
753
Laurel Wealth Advisors (California)
California
$208K -$4.18K -16 -2%
PA
754
Pinnacle Associates
New York
$207K -$40.8K -156 -17%
CAL
755
Capital Analysts LLC
Pennsylvania
$207K -$2.09K -8 -1%
MA
756
Montag & Associates
Georgia
$207K – – –
WI
757
Wintrust Investments
Illinois
$207K +$205K +784 New
WPW
758
Waldron Private Wealth
Pennsylvania
$207K +$205K +785 New
CCM
759
Canal Capital Management
Virginia
$206K +$204K +779 New
CAM
760
Concorde Asset Management
Michigan
$206K +$204K +779 New
GRP
761
Global Retirement Partners
California
$205K +$6.54K +25 +3%
ST
762
Smithfield Trust
Pennsylvania
$203K – – –
SCM
763
Shelton Capital Management
Colorado
$203K +$201K +770 New
FNT
764
First Nebraska Trust
Nebraska
$202K +$200K +765 New
BCA
765
Berman Capital Advisors
Georgia
$201K +$53.9K +206 +37%
BFPW
766
BOK Financial Private Wealth
Colorado
$201K +$199K +762 New
WT
767
Whittier Trust
California
$196K – – –
BAM
768
Barrett Asset Management
New York
$193K – – –
FWM
769
Focused Wealth Management
New York
$178K – – –
ACM
770
AUA Capital Management
Pennsylvania
$177K – – –
SC
771
Sierra Capital
Florida
$169K +$55.5K +212 +50%
IA
772
IFP Advisors
Florida
$166K +$11.8K +45 +8%
DWA
773
Dougherty Wealth Advisers
Minnesota
$159K – – –
AWA
774
Arkadios Wealth Advisors
Georgia
$154K -$7.32K -28 -5%
TSW
775
Thompson Siegel & Walmsley
Virginia
$143K – – –
29 30
31
32 33