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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
CLIP
776
Colter Lewis Investment Partners
Connecticut
$528K – – –
FNBOO
777
First National Bank of Omaha
Nebraska
$528K +$275K +570 +91%
DWM
778
Drive Wealth Management
Utah
$524K -$24.1K -50 -4%
WTC
779
WhitTier Trust Company
Nevada
$523K +$42.4K +88 +8%
PCA
780
Pallas Capital Advisors
Massachusetts
$520K -$158K -327 -22%
KI
781
KTF Investments
California
$518K -$116K -240 -17%
VFA
782
Valeo Financial Advisors
Indiana
$516K -$397K -823 -42%
QI
783
Qtron Investments
Massachusetts
$515K +$482 +1 +0.1%
FCM
784
Fire Capital Management
California
$511K – – –
BPCE
785
Bank Pictet & Cie (Europe)
Germany
$511K +$87.7K +182 +19%
SWM
786
Segment Wealth Management
Texas
$509K +$20.7K +43 +4%
FHA
787
Flagship Harbor Advisors
Massachusetts
$508K -$22.6K -47 -4%
WIC
788
Woodmont Investment Counsel
Tennessee
$507K +$55.4K +115 +11%
EI
789
Ellevest Inc
New York
$504K +$65.5K +136 +14%
BAM
790
Berkshire Asset Management
Pennsylvania
$501K -$65.1K -135 -11%
SPF
791
South Plains Financial
Texas
$496K +$55.4K +115 +11%
OIS
792
OneAscent Investment Solutions
Alabama
$494K +$130K +269 +32%
MWM
793
Modera Wealth Management
New Jersey
$493K -$41.9K -87 -7%
NRS
794
Neville Rodie & Shaw
New York
$491K – – –
DA
795
Denali Advisors
California
$490K +$531K +1,102 New
NC
796
nVerses Capital
Florida
$490K +$531K +1,102 New
PR
797
Payden & Rygel
California
$489K – – –
FCA
798
Fortis Capital Advisors
Kansas
$484K +$525K +1,090 New
CCA
799
Checchi Capital Advisers
California
$483K +$55.4K +115 +12%
TAM
800
Trust Asset Management
Texas
$482K – – –
30 31
32
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