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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
UM
801
UniSuper Management
Australia
$264K – – –
ST
802
Smithfield Trust
Pennsylvania
$262K +$5.46K +16 +2%
CPG
803
Cornerstone Planning Group
New Jersey
$262K +$1.36K +4 +0.5%
HSA
804
HBK Sorce Advisory
Pennsylvania
$261K +$1.71K +5 +0.6%
DWM
805
Drive Wealth Management
Utah
$260K +$34.8K +102 +15%
TW
806
Transform Wealth
Colorado
$259K -$82.9K -243 -24%
NC
807
NinePointTwo Capital
California
$259K +$269K +787 New
FNT
808
First Nebraska Trust
Nebraska
$258K +$6.48K +19 +2%
WA
809
Waverly Advisors
Alabama
$258K +$268K +784 New
AWM
810
Avior Wealth Management
Nebraska
$258K +$1.02K +3 +0.4%
IPW
811
Impact Partnership Wealth
Georgia
$256K +$259K +760 +4,471%
AIM
812
Allen Investment Management
New York
$256K – – –
WT
813
Whittier Trust
California
$256K +$5.46K +16 +2%
DWM
814
Dakota Wealth Management
Florida
$256K -$22.5K -66 -8%
CSC
815
Caldwell Sutter Capital
California
$255K – – –
NIM
816
NEOS Investment Management
Connecticut
$252K +$260K +763 New
SBIA
817
Sheaff Brock Investment Advisors
Indiana
$251K – – –
DLA
818
Douglas Lane & Associates
New York
$251K +$1.36K +4 +0.5%
NS
819
NBC Securities
Alabama
$250K +$259K +759 New
PP
820
PDS Planning
Ohio
$250K +$5.46K +16 +2%
CDH
821
Charles D. Hyman
$249K – – –
CCA
822
Catalyst Capital Advisors
New York
$249K +$258K +755 New
ACA
823
Aptus Capital Advisors
Alabama
$248K +$257K +753 New
CCMG
824
Clark Capital Management Group
Pennsylvania
$248K -$5.12K -15 -2%
BHBT
825
Burke & Herbert Bank & Trust
Virginia
$248K – – –
31 32
33
34 35