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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWS
751
McCarter Private Wealth Services
Massachusetts
$507K +$469K +1,080 New
RB
752
Renasant Bank
Mississippi
$504K +$127K +293 +38%
I
753
INVST
Indiana
$504K -$2.17K -5 -0.5%
EHC
754
Everett Harris & Co
California
$504K – – –
GCP
755
GSA Capital Partners
United Kingdom
$503K +$464K +1,070 New
EWM
756
Evercore Wealth Management
New York
$500K – – –
IWM
757
IHT Wealth Management
Illinois
$493K +$189K +436 +71%
GAM
758
Guinness Asset Management
United Kingdom
$493K -$51.6K -119 -10%
CTC
759
Cetera Trust Company
Minnesota
$493K – – –
CI
760
Cigna Investments
Connecticut
$491K -$9.11K -21 -2%
RA
761
Ransom Advisory
Rhode Island
$488K – – –
ECM
762
Estabrook Capital Management
New York
$486K – – –
WIC
763
Woodmont Investment Counsel
Tennessee
$482K – – –
LCWP
764
Legacy Capital Wealth Partners
Arkansas
$480K +$8.68K +20 +2%
SWM
765
Sterling Wealth Management
Illinois
$479K – – –
EWA
766
EverSource Wealth Advisors
Alabama
$479K +$9.11K +21 +2%
OLA
767
Oliver Luxxe Assets
New Jersey
$475K +$4.34K +10 +1%
HI
768
Harbour Investments
Wisconsin
$472K +$22.6K +52 +5%
CP
769
CenterBook Partners
Connecticut
$471K -$1.42M -3,275 -77%
FCMC
770
Founders Capital Management (Connecticut)
Connecticut
$470K -$8.24K -19 -2%
AFM
771
Armstrong Fleming & Moore
District of Columbia
$470K – – –
FSA
772
Fort Sheridan Advisors
Illinois
$470K – – –
JC
773
JBF Capital
Colorado
$470K – – –
VST
774
Van Strum & Towne
California
$470K – – –
GVAG
775
Great Valley Advisor Group
Delaware
$470K +$10.4K +24 +2%
29 30
31
32 33