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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
CLIP
776
Colter Lewis Investment Partners
Connecticut
$583K +$564K +1,188 New
EWS
777
Evergreen Wealth Solutions
Pennsylvania
$576K +$4.27K +9 +0.8%
AFP
778
Ausdal Financial Partners
Iowa
$575K +$12.3K +26 +2%
WTC
779
WhitTier Trust Company
Nevada
$575K – – –
IP
780
Ignite Planners
California
$571K +$35.1K +74 +7%
AMCA
781
Arthur M. Cohen & Associates
Illinois
$571K -$19K -40 -3%
QI
782
Qtron Investments
Massachusetts
$568K -$313K -660 -36%
SFS
783
Sowell Financial Services
Arkansas
$567K -$23.3K -49 -4%
FCM
784
Fire Capital Management
California
$564K – – –
PTC
785
Private Trust Company
Ohio
$561K +$3.32K +7 +0.6%
WA
786
Waddell & Associates
Tennessee
$559K +$541K +1,141 New
PFBT
787
Parkside Financial Bank & Trust
Missouri
$559K -$21.4K -45 -4%
SWM
788
Spire Wealth Management
Virginia
$557K +$185K +390 +52%
SMA
789
Sage Mountain Advisors
Georgia
$557K -$66K -139 -11%
3IP
790
3Chopt Investment Partners
Virginia
$557K +$44.6K +94 +9%
FFC
791
Frederick Financial Consultants
Maryland
$553K -$3.32K -7 -0.6%
SAI
792
Savvy Advisors Inc
New York
$552K +$112K +235 +26%
NRS
793
Neville Rodie & Shaw
New York
$542K -$713K -1,502 -58%
SWM
794
Segment Wealth Management
Texas
$541K +$949 +2 +0.2%
SW
795
Simplicity Wealth
New Jersey
$540K -$14.7K -31 -3%
EGA
796
Eagle Global Advisors
Texas
$539K – – –
PR
797
Payden & Rygel
California
$539K -$949K -2,000 -65%
OBAM
798
ODDO BHF Asset Management
France
$538K -$921K -1,940 -64%
IRP
799
Investment Research Partners
Pennsylvania
$537K +$167K +351 +47%
BCM
800
Becker Capital Management
Oregon
$537K +$475 +1 +0.1%
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