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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
826
Modern Wealth Management
Kansas
$286K +$258K +753 New
CCMG
827
Clark Capital Management Group
Pennsylvania
$286K +$343 +1 +0.1%
BHBT
828
Burke & Herbert Bank & Trust
Virginia
$286K – – –
BMA
829
Brooks Moore & Associates
Tennessee
$285K – – –
PP
830
PDS Planning
Ohio
$284K -$3.77K -11 -1%
NS
831
NBC Securities
Alabama
$283K -$4.46K -13 -2%
SWM
832
Spire Wealth Management
Virginia
$281K – – –
ACA
833
Aptus Capital Advisors
Alabama
$280K -$5.49K -16 -2%
HCM
834
Hollencrest Capital Management
California
$278K – – –
LNB
835
Ledyard National Bank
$276K – – –
FMLI
836
Fukoku Mutual Life Insurance
Japan
$275K -$84.4K -246 -25%
PIM
837
Progressive Investment Management
Oregon
$273K – – –
KCM
838
Kathmere Capital Management
Pennsylvania
$270K -$2.06K -6 -0.8%
GAM
839
Garrison Asset Management
Arkansas
$270K – – –
BOSSRA
840
B.O.S.S. Retirement Advisors
Utah
$269K -$48K -140 -16%
MC
841
Maverick Capital
Texas
$269K +$242K +707 New
DAS
842
Dynamic Advisor Solutions
Arizona
$268K +$240K +701 New
PGFC
843
Peapack-Gladstone Financial Corp
New Jersey
$267K -$2.4K -7 -1%
MA
844
Mutual Advisors
Nebraska
$265K -$6.86K -20 -3%
MMA
845
Miracle Mile Advisors
California
$264K -$343 -1 -0.1%
TPI
846
Trust Point Inc
Wisconsin
$264K +$238K +694 New
WWS
847
Wellington Wealth Strategies
Indiana
$262K +$237K +690 New
EWA
848
EverSource Wealth Advisors
Alabama
$262K +$6.17K +18 +3%
WPP
849
Whalerock Point Partners
Rhode Island
$261K – – –
RFA
850
ROI Financial Advisors
Oregon
$260K +$235K +685 New
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35 36