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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
826
Impact Partnership Wealth
Georgia
$510K +$92.3K +173 +22%
CT
827
Colonial Trust
South Carolina
$510K +$43.2K +81 +9%
SIM
828
Stratos Investment Management
Ohio
$509K -$91.8K -172 -15%
B
829
Bailard
California
$507K – – –
AIP
830
Ameritas Investment Partners
Nebraska
$503K -$26.7K -50 -5%
PT
831
Plimoth Trust
Massachusetts
$502K -$1.07K -2 -0.2%
HSA
832
HBK Sorce Advisory
Pennsylvania
$502K +$44.8K +84 +10%
HPBT
833
Hickory Point Bank & Trust
Illinois
$501K +$502K +941 New
IP
834
Ignite Planners
California
$496K +$3.2K +6 +0.7%
DWP
835
Daymark Wealth Partners
Ohio
$495K +$5.34K +10 +1%
RS
836
R Squared
Hong Kong
$490K +$491K +920 New
DWM
837
Drive Wealth Management
Utah
$487K -$534 -1 -0.1%
BIG
838
Brooklyn Investment Group
New York
$487K -$9.61K -18 -2%
ACM
839
Advisors Capital Management
New Jersey
$485K +$81.7K +153 +20%
JSW
840
Journey Strategic Wealth
New Jersey
$485K +$2.67K +5 +0.6%
BMC
841
Beaton Management Company
Massachusetts
$485K – – –
STA
842
Summit Trail Advisors
New York
$485K +$45.9K +86 +10%
BTI
843
Blue Trust Inc
Georgia
$483K -$493K -924 -50%
CFGA
844
Cambridge Financial Group (Arizona)
Arizona
$482K – – –
CCG
845
Ceeto Capital Group
Florida
$480K – – –
PTC
846
Private Trust Company
Ohio
$477K +$13.9K +26 +3%
AFP
847
Ausdal Financial Partners
Iowa
$475K +$476K +892 New
AWA
848
Aaron Wealth Advisors
Illinois
$475K +$39K +73 +9%
OLA
849
Oliver Luxxe Assets
New Jersey
$475K – – –
WJWM
850
Williams Jones Wealth Management
New York
$474K -$165K -309 -26%
32 33
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35 36