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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
RT
776
Rockland Trust
Massachusetts
$283K -$1.23K -4 -0.5%
DWM
777
Dakota Wealth Management
Florida
$280K – – –
SS
778
Sunbelt Securities
Texas
$279K +$922 +3 +0.4%
SWM
779
Sendero Wealth Management
Texas
$279K +$258K +840 New
CCM
780
Canal Capital Management
Virginia
$278K +$922 +3 +0.4%
VWA
781
V Wealth Advisors
Kansas
$278K – – –
MSAM
782
Moloney Securities Asset Management
Missouri
$276K – – –
VSQM
783
V-Square Quantitative Management
Illinois
$272K -$18.4K -60 -7%
WPW
784
Waldron Private Wealth
Pennsylvania
$271K -$22.1K -72 -8%
GVAG
785
Great Valley Advisor Group
Delaware
$271K +$2.15K +7 +0.9%
LIM
786
Leavell Investment Management
Alabama
$270K – – –
BFG
787
Beacon Financial Group
Texas
$269K +$5.22K +17 +2%
CAL
788
Capital Analysts LLC
Pennsylvania
$267K – – –
SC
789
Schulhoff & Co
Ohio
$266K – – –
UM
790
UniSuper Management
Australia
$266K +$246K +800 New
CPG
791
Cornerstone Planning Group
New Jersey
$263K +$243K +790 New
HH
792
Hilltop Holdings
Texas
$262K +$16.6K +54 +7%
HSA
793
HBK Sorce Advisory
Pennsylvania
$262K -$307 -1 -0.1%
GFS
794
GYL Financial Synergies
Connecticut
$261K +$241K +785 New
ST
795
Smithfield Trust
Pennsylvania
$259K – – –
AWM
796
Avior Wealth Management
Nebraska
$259K +$1.84K +6 +0.8%
AIM
797
Allen Investment Management
New York
$258K – – –
CSC
798
Caldwell Sutter Capital
California
$256K +$237K +772 New
CCMG
799
Clark Capital Management Group
Pennsylvania
$255K -$18M -58,619 -99%
FNT
800
First Nebraska Trust
Nebraska
$254K – – –
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