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Ameriprise Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SRL
801
Scientech Research LLC
New Jersey
$533K -$446K -940 -46%
IBOK
802
Independence Bank of Kentucky
Kentucky
$533K +$2.85K +6 +0.6%
TAM
803
Trust Asset Management
Texas
$532K -$19.9K -42 -4%
AWM
804
Aries Wealth Management
Maine
$530K
MPWS
805
McCarter Private Wealth Services
Massachusetts
$530K -$31.8K -67 -6%
DCM
806
Dorato Capital Management
Colorado
$525K +$491K +1,035 New
EW
807
Evoke Wealth
California
$525K +$182K +384 +56%
AFG
808
Atomi Financial Group
New York
$524K -$158K -333 -24%
BFG
809
Beacon Financial Group
Texas
$522K -$6.64K -14 -1%
CTC
810
Cetera Trust Company
Minnesota
$515K
EW
811
Enzi Wealth
Texas
$515K -$1.42K -3 -0.3%
MCM
812
McRae Capital Management
New Jersey
$508K -$47.5K -100 -9%
SA
813
Sovran Advisors
California
$506K -$83K -175 -15%
AP
814
Anchyra Partners
Georgia
$504K +$488K +1,028 New
WIC
815
Woodmont Investment Counsel
Tennessee
$503K
SAG
816
SageView Advisory Group
California
$501K -$65K -137 -12%
SWM
817
Sterling Wealth Management
Illinois
$501K -$475 -1 -0.1%
EPW
818
Evolve Private Wealth
California
$501K +$485K +1,021 New
QFA
819
Quantum Financial Advisors
California
$499K -$76.9K -162 -14%
FBFS
820
First Business Financial Services
Wisconsin
$498K
FSA
821
Fort Sheridan Advisors
Illinois
$497K
ST
822
Somerset Trust
Pennsylvania
$496K +$1.42K +3 +0.3%
SPF
823
South Plains Financial
Texas
$491K +$38K +80 +9%
AFM
824
Armstrong Fleming & Moore
District of Columbia
$490K
FCMC
825
Founders Capital Management (Connecticut)
Connecticut
$490K