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Ameriprise Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
776
Pinnacle Financial Partners (Tennessee)
Tennessee
$594K +$17.1K +32 +3%
FFC
777
Frederick Financial Consultants
Maryland
$594K +$595K +1,115 New
DCBT
778
Dakota Community Bank & Trust
North Dakota
$590K -$3.2K -6 -0.5%
IBOK
779
Independence Bank of Kentucky
Kentucky
$589K -$1.07K -2 -0.2%
SWM
780
Segment Wealth Management
Texas
$586K
FBFS
781
First Business Financial Services
Wisconsin
$582K
APW
782
Aurora Private Wealth
New Jersey
$581K
GVAG
783
Great Valley Advisor Group
Delaware
$578K +$45.4K +85 +9%
MCM
784
McRae Capital Management
New Jersey
$578K
AWM
785
Aries Wealth Management
Maine
$576K -$160K -300 -22%
Loomis, Sayles & Company
786
Loomis, Sayles & Company
Massachusetts
$576K
MPWS
787
McCarter Private Wealth Services
Massachusetts
$575K
I
788
INVST
Indiana
$571K +$534 +1 +0.1%
EWM
789
Evercore Wealth Management
New York
$567K
MMA
790
Miracle Mile Advisors
California
$567K +$173K +324 +44%
BWA
791
Burt Wealth Advisors
Maryland
$565K -$26.7K -50 -5%
APA
792
Astoria Portfolio Advisors
New York
$563K +$5.87K +11 +1%
SW
793
Simplicity Wealth
New Jersey
$561K +$93.9K +176 +20%
UWS
794
Unique Wealth Strategies
Illinois
$561K +$562K +1,053 New
CTC
795
Cetera Trust Company
Minnesota
$559K
SB
796
Sunflower Bank
Texas
$555K +$25.6K +48 +5%
VST
797
Van Strum & Towne
California
$554K +$21.3K +40 +4%
EWM
798
Empirical Wealth Management
Washington
$551K +$109K +204 +25%
EWA
799
EverSource Wealth Advisors
Alabama
$549K +$6.94K +13 +1%
EHC
800
Everett Harris & Co
California
$549K -$21.9K -41 -4%