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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
801
Miracle Mile Advisors
California
$213K +$209K +684 New
SMC
802
Smith, Moore & Co
Missouri
$213K +$209K +684 New
FOA
803
Five Oceans Advisors
California
$212K +$207K +680 New
PGFC
804
Peapack-Gladstone Financial Corp
New Jersey
$211K +$207K +679 New
MWM
805
MorganRosel Wealth Management
Colorado
$211K +$206K +677 New
CSPIA
806
Cary Street Partners Investment Advisory
Virginia
$210K +$206K +674 New
WPP
807
Whalerock Point Partners
Rhode Island
$208K +$204K +669 New
CAI
808
Capital Advisors Inc
Oklahoma
$208K +$204K +669 New
APP
809
Avantax Planning Partners
Iowa
$205K +$201K +659 New
AMCA
810
Arthur M. Cohen & Associates
Illinois
$202K +$198K +650 New
YWP
811
YorkBridge Wealth Partners
New York
$202K +$198K +650 New
BFS
812
Bickling Financial Services
Massachusetts
$202K +$198K +649 New
BMO
813
Beck Mack & Oliver
New York
$202K +$198K +648 New
R
814
Rebalance
California
$199K +$195K +640 New
DWA
815
Dougherty Wealth Advisers
Minnesota
$188K – – –
CFGS
816
Concourse Financial Group Securities
Alabama
$183K +$179K +588 New
PTC
817
Private Trust Company
Ohio
$182K +$305 +1 +0.2%
WTA
818
Washington Trust Advisors
Massachusetts
$181K -$69.5K -228 -28%
FA
819
Fortis Advisors
Pennsylvania
$181K – – –
ACM
820
AUA Capital Management
Pennsylvania
$180K -$28.4K -93 -14%
PCM
821
Penserra Capital Management
California
$177K +$13.7K +45 +9%
PGAM
822
Princeton Global Asset Management
New Jersey
$174K – – –
CAC
823
Core Alternative Capital
Georgia
$173K +$29K +95 +21%
LSA
824
Lansing Street Advisors
Pennsylvania
$163K +$159K +522 New
IAIM
825
International Assets Investment Management
Florida
$158K +$31.3M +102,627 +18,558%
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33
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