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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
801
Avior Wealth Management
Nebraska
$237K +$253K +773 New
FNT
802
First Nebraska Trust
Nebraska
$234K – – –
SBIA
803
Sheaff Brock Investment Advisors
Indiana
$234K – – –
RG
804
Rathbones Group
United Kingdom
$231K -$9.83K -30 -4%
BHBT
805
Burke & Herbert Bank & Trust
Virginia
$230K – – –
BMA
806
Brooks Moore & Associates
Tennessee
$230K -$81.9K -250 -25%
SWM
807
Spire Wealth Management
Virginia
$229K -$19K -58 -7%
OR
808
Olympiad Research
Connecticut
$226K +$242K +738 New
KCM
809
Kathmere Capital Management
Pennsylvania
$226K -$7.21K -22 -3%
HH
810
Hilltop Holdings
Texas
$225K -$7.54K -23 -3%
SFS
811
Sowell Financial Services
Arkansas
$225K +$241K +735 New
HCM
812
Hollencrest Capital Management
California
$224K +$239K +731 New
CC
813
Courier Capital
New York
$224K – – –
LFAS
814
Level Four Advisory Services
Texas
$223K +$238K +726 New
PIM
815
Progressive Investment Management
Oregon
$221K – – –
VC
816
Veery Capital
Delaware
$220K +$236K +719 New
AAM
817
Aureus Asset Management
Massachusetts
$220K -$29.5K -90 -11%
GAM
818
Garrison Asset Management
Arkansas
$218K – – –
SIM
819
Sentry Investment Management
Wisconsin
$218K -$6.88K -21 -3%
NB
820
Northwest Bancshares
Pennsylvania
$217K – – –
HC
821
Hamilton Capital
Ohio
$215K -$42.3K -129 -16%
AAS
822
Avantax Advisory Services
Texas
$212K +$227K +693 New
SMC
823
Smith, Moore & Co
Missouri
$210K – – –
ECG
824
Edge Capital Group
Georgia
$210K -$1.97K -6 -0.9%
CAI
825
Capital Advisors Inc
Oklahoma
$208K +$3.28K +10 +1%
31 32
33
34 35