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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
776
CSat Investment Advisory
Michigan
$26K -$65.5K -366 -73%
JFA
777
JNBA Financial Advisors
Minnesota
$26K +$4.65K +26 +24%
RPWA
778
Regent Peak Wealth Advisors
Georgia
$26K +$24K +134 New
PMFA
779
Plante Moran Financial Advisors
Michigan
$25K -$45.6K -255 -66%
AP
780
Arlington Partners
Alabama
$25K +$23.4K +131 New
SC
781
SouthState Corp
Florida
$23K -$8.95K -50 -29%
HI
782
Hudock Inc
Pennsylvania
$23K – – –
PP
783
PrairieView Partners
Minnesota
$23K – – –
AWA
784
Arkadios Wealth Advisors
Georgia
$23K +$7.16K +40 +49%
LGA
785
Lebenthal Global Advisors
New York
$23K +$21.5K +120 New
EW
786
Evoke Wealth
California
$21K -$67.3K -376 -78%
HFA
787
Hoover Financial Advisors
Pennsylvania
$21K +$17.9K +100 New
AJ
788
Ashburton (Jersey)
Jersey
$19K – – –
BWL
789
Bogart Wealth LLC
Virginia
$19K – – –
DAM
790
Delta Asset Management
Tennessee
$19K – – –
ADIM
791
Alpha DNA Investment Management
Maryland
$19K +$17.9K +100 New
OC
792
Oakworth Capital
Alabama
$17K – – –
JPLA
793
Joseph P. Lucia & Associates
New York
$15K +$13.4K +75 New
SLF
794
Sun Life Financial
Ontario, Canada
$14K -$179 -1 -1%
CL
795
COWA LLC
Oklahoma
$14K +$12.7K +71 New
RBC
796
Roble Belko & Company
Pennsylvania
$13K – – –
FCH
797
Freestone Capital Holdings
Washington
$12.8K – – –
RWM
798
Raffa Wealth Management
District of Columbia
$12.2K +$179 +1 +2%
RIM
799
Rockbridge Investment Management
New York
$12K – – –
TCM
800
Tradewinds Capital Management
Washington
$12K – – –
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