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Ameriprise Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
801
CSat Investment Advisory
Michigan
$33K +$1.3K +6 +4%
LWM
802
Liberty Wealth Management
California
$32K – – –
FP
803
Financial Perspectives
Minnesota
$31.7K – – –
JFA
804
JNBA Financial Advisors
Minnesota
$31K – – –
AP
805
Arlington Partners
Alabama
$30K – – –
PMFA
806
Plante Moran Financial Advisors
Michigan
$30K – – –
HFA
807
Hoover Financial Advisors
Pennsylvania
$29K +$2.38K +11 +11%
PP
808
PrairieView Partners
Minnesota
$28K -$216 -1 -0.8%
IAIM
809
International Assets Investment Management
Florida
$28K – – –
ADIM
810
Alpha DNA Investment Management
Maryland
$28K +$5.19K +24 +24%
CFO
811
CVA Family Office
Colorado
$28K +$25.9K +120 New
HI
812
Hudock Inc
Pennsylvania
$27K – – –
BMD
813
Better Money Decisions
New Mexico
$27K +$25.1K +116 New
POIA
814
Pin Oak Investment Advisors
Texas
$26K -$7.78K -36 -24%
EW
815
Evoke Wealth
California
$25K – – –
AJ
816
Ashburton (Jersey)
Jersey
$23K – – –
Bogart Wealth LLC
817
Bogart Wealth LLC
Virginia
$23K – – –
DAM
818
Delta Asset Management
Tennessee
$23K – – –
Close Asset Management
819
Close Asset Management
United Kingdom
$22K +$20.5K +95 New
CWM
820
Cranbrook Wealth Management
Michigan
$20K +$18.4K +85 New
PSB
821
Piscataqua Savings Bank
New Hampshire
$19K +$17.3K +80 New
RBC
822
Roble Belko & Company
Pennsylvania
$18K +$1.73K +8 +12%
TLCM
823
Twin Lakes Capital Management
California
$18K +$16.9K +78 New
CL
824
COWA LLC
Oklahoma
$17K – – –
JPLA
825
Joseph P. Lucia & Associates
New York
$17K – – –