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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
826
Entruity Wealth
California
$465K – – –
B
827
Bailard
California
$462K +$1.05K +2 +0.2%
MWM
828
Modern Wealth Management
Kansas
$460K +$53.5K +102 +12%
EFL
829
ERn Financial LLC
Wisconsin
$459K -$8.39K -16 -2%
ST
830
Somerset Trust
Pennsylvania
$458K +$97.5K +186 +24%
JFGIW
831
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$456K -$4.72K -9 -0.9%
HPBT
832
Hickory Point Bank & Trust
Illinois
$456K – – –
IP
833
Ignite Planners
California
$455K +$22K +42 +5%
JSW
834
Journey Strategic Wealth
New Jersey
$454K +$14.2K +27 +3%
3IP
835
3Chopt Investment Partners
Virginia
$451K +$489K +932 New
HBT
836
Hills Bank & Trust
Iowa
$451K -$14.7K -28 -3%
GCM
837
Genus Capital Management
British Columbia, Canada
$448K +$485K +925 New
DWP
838
Daymark Wealth Partners
Ohio
$446K -$4.72K -9 -1%
AIP
839
Ameritas Investment Partners
Nebraska
$444K -$14.7K -28 -3%
BA
840
Bridgewater Advisors
New York
$444K +$493K +940 New
PTC
841
Private Trust Company
Ohio
$442K +$8.92K +17 +2%
BMC
842
Beaton Management Company
Massachusetts
$441K – – –
CW
843
CreativeOne Wealth
Kansas
$441K +$42K +80 +10%
AFP
844
Ausdal Financial Partners
Iowa
$439K +$7.87K +15 +2%
EI
845
Ellevest Inc
New York
$439K +$37.2K +71 +8%
CFGA
846
Cambridge Financial Group (Arizona)
Arizona
$438K – – –
AWA
847
Aaron Wealth Advisors
Illinois
$438K +$6.29K +12 +1%
CCG
848
Ceeto Capital Group
Florida
$436K – – –
ACM
849
Advisors Capital Management
New Jersey
$436K -$5.77K -11 -1%
DWM
850
Drive Wealth Management
Utah
$432K -$13.1K -25 -3%
32 33
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35 36