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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
776
Balentine LLC
Georgia
$226K +$222K +749 New
BAM
777
Berkshire Asset Management
Pennsylvania
$226K +$222K +750 New
GAM
778
Garrison Asset Management
Arkansas
$221K +$217K +732 New
CSIC
779
Clifford Swan Investment Counsel
California
$220K -$7.39K -25 -3%
SCM
780
Shelton Capital Management
Colorado
$217K -$14.5K -49 -6%
BFPW
781
BOK Financial Private Wealth
Colorado
$217K -$12.7K -43 -6%
PIM
782
Progressive Investment Management
Oregon
$217K +$213K +720 New
MW
783
Marcum Wealth
Ohio
$214K +$209K +708 New
CW
784
Connectus Wealth
Ohio
$213K +$209K +706 New
CAL
785
Capital Analysts LLC
Pennsylvania
$212K -$23.7K -80 -10%
AWCI
786
Alpine Woods Capital Investors
New York
$211K +$207K +700 New
PGFC
787
Peapack-Gladstone Financial Corp
New Jersey
$209K +$205K +693 New
AIC
788
Argus Investors Counsel
New York
$209K +$205K +694 New
FHA
789
Flagship Harbor Advisors
Massachusetts
$208K -$98.5K -333 -33%
FNT
790
First National Trust
Pennsylvania
$208K +$204K +691 New
VCM
791
Virtue Capital Management
Tennessee
$208K +$204K +691 New
SC
792
Sierra Capital
Florida
$206K +$13K +44 +7%
CWM
793
Cornerstone Wealth Management
Missouri
$206K +$201K +681 New
SMC
794
Smith, Moore & Co
Missouri
$206K +$202K +684 New
FWM
795
Focused Wealth Management
New York
$204K – – –
SBIA
796
Sheaff Brock Investment Advisors
Indiana
$204K +$200K +675 New
TAM
797
Trillium Asset Management
Massachusetts
$204K +$200K +676 New
VFA
798
Valeo Financial Advisors
Indiana
$204K +$200K +677 New
OFS
799
OneAscent Financial Services
Alabama
$203K -$366K -1,238 -65%
ACM
800
AUA Capital Management
Pennsylvania
$202K – – –
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