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Ameriprise Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
801
MV Capital Management
Maryland
$500K +$46.8K +102 +10%
OIS
802
OneAscent Investment Solutions
Alabama
$500K -$10.1K -22 -2%
SA
803
Sovran Advisors
California
$500K -$4.58K -10 -1%
Fisher Asset Management
804
Fisher Asset Management
Washington
$498K +$110K +241 +29%
FIA
805
Foundations Investment Advisors
Arizona
$497K +$62.8K +137 +14%
AWM
806
Aries Wealth Management
Maine
$496K
MPWS
807
McCarter Private Wealth Services
Massachusetts
$495K
CPC
808
Cookson Peirce & Co
Pennsylvania
$491K +$100K +219 +26%
IBOK
809
Independence Bank of Kentucky
Kentucky
$489K -$2.75K -6 -0.6%
Envestnet Portfolio Solutions
810
Envestnet Portfolio Solutions
Illinois
$488K -$791K -1,726 -62%
AFP
811
Ausdal Financial Partners
Iowa
$485K -$9.17K -20 -2%
DWM
812
Drive Wealth Management
Utah
$484K -$56.8K -124 -11%
CTC
813
Cetera Trust Company
Minnesota
$482K
AP
814
Anchyra Partners
Georgia
$479K +$12.8K +28 +3%
TAM
815
Trust Asset Management
Texas
$479K -$18.8K -41 -4%
KCM
816
Kathmere Capital Management
Pennsylvania
$479K +$123K +269 +35%
7WCP
817
71 West Capital Partners
Massachusetts
$477K +$109K +237 +30%
CAS
818
CTC Alternative Strategies
Illinois
$477K +$477K +1,040 New
AMCA
819
Arthur M. Cohen & Associates
Illinois
$472K
BFG
820
Beacon Financial Group
Texas
$470K -$7.79K -17 -2%
DO
821
denkapparat Operations
Germany
$469K
SWM
822
Sterling Wealth Management
Illinois
$469K
OF
823
Optimize Financial
California
$468K -$1.38K -3 -0.3%
SCS
824
Sound Capital Solutions
Florida
$468K +$468K +1,021 New
LWP
825
Laurel Wealth Planning
Minnesota
$467K