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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
OLA
751
Oliver Luxxe Assets
New Jersey
$290K +$8.19K +25 +3%
IA
752
IFP Advisors
Florida
$289K -$463K -1,413 -41%
RIL
753
Rothschild Investment LLC
Illinois
$288K -$13.8K -42 -4%
HCM
754
Hengehold Capital Management
Ohio
$286K -$6.22K -19 -2%
SYBT
755
Stock Yards Bank & Trust
Kentucky
$284K -$65.5K -200 -18%
ACM
756
Acrisure Capital Management
Texas
$284K +$303K +925 New
WANY
757
Wealthspire Advisors (New York)
New York
$282K -$109K -334 -27%
BAM
758
Berkshire Asset Management
Pennsylvania
$279K +$298K +911 New
PWMAG
759
Pinnacle Wealth Management Advisory Group
New Jersey
$278K +$50.1K +153 +20%
KI
760
Kapitalo Investimentos
Brazil
$278K +$297K +906 New
CCG
761
Ceeto Capital Group
Florida
$276K – – –
PCM
762
Prelude Capital Management
New York
$275K +$294K +896 New
CIG
763
Cairn Investment Group
Washington
$272K – – –
FRA
764
Frank Rimerman Advisors
California
$272K -$1.97K -6 -0.7%
WPW
765
Waldron Private Wealth
Pennsylvania
$272K +$3.6K +11 +1%
KPWG
766
KFA Private Wealth Group
Virginia
$272K +$290K +886 New
TWM
767
Tradition Wealth Management
Minnesota
$271K +$190K +579 +189%
VSQM
768
V-Square Quantitative Management
Illinois
$270K +$288K +880 New
PNC
769
Park National Corp
Ohio
$268K -$328 -1 -0.1%
WT
770
Whittier Trust
California
$268K +$9.83K +30 +4%
GWSG
771
GPS Wealth Strategies Group
Colorado
$266K +$285K +869 New
OAM
772
Ostrum Asset Management
France
$265K +$283K +863 New
3IP
773
3Chopt Investment Partners
Virginia
$262K +$134K +408 +91%
RT
774
Rockland Trust
Massachusetts
$262K – – –
LPIC
775
LeJeune Puetz Investment Counsel
Michigan
$262K +$1.64K +5 +0.6%
29 30
31
32 33