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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
826
Journey Strategic Wealth
New Jersey
$469K -$12.8K -25 -3%
B
827
Bailard
California
$468K +$513 +1 +0.1%
CW
828
CreativeOne Wealth
Kansas
$466K +$8.71K +17 +2%
DCBT
829
Dakota Community Bank & Trust
North Dakota
$463K +$11.3K +22 +2%
HPBT
830
Hickory Point Bank & Trust
Illinois
$459K – – –
CI
831
Cigna Investments
Connecticut
$459K -$5.13K -10 -1%
HBT
832
Hills Bank & Trust
Iowa
$457K – – –
AWM
833
Avior Wealth Management
Nebraska
$455K +$475K +927 New
OF
834
Optimize Financial
California
$453K +$473K +922 New
SPF
835
South Plains Financial
Texas
$452K +$115K +224 +32%
PP
836
PDS Planning
Ohio
$449K -$3.08K -6 -0.7%
BMC
837
Beaton Management Company
Massachusetts
$447K – – –
LCWP
838
Legacy Capital Wealth Partners
Arkansas
$447K -$62.5K -122 -12%
CFGA
839
Cambridge Financial Group (Arizona)
Arizona
$445K – – –
CCG
840
Ceeto Capital Group
Florida
$442K – – –
PGFC
841
Peapack-Gladstone Financial Corp
New Jersey
$442K +$267K +520 +137%
EI
842
Ellevest Inc
New York
$442K -$69.2K -135 -13%
LIM
843
Leavell Investment Management
Alabama
$439K – – –
SAI
844
Savvy Advisors Inc
New York
$438K +$21K +41 +5%
WJWM
845
Williams Jones Wealth Management
New York
$437K – – –
PWP
846
Perfromance Wealth Partners
Illinois
$437K +$456K +890 New
ICP
847
Interchange Capital Partners
Pennsylvania
$435K +$39.5K +77 +10%
EFS
848
Essex Financial Services
Connecticut
$434K +$87.1K +170 +24%
CCMG
849
Clark Capital Management Group
Pennsylvania
$433K +$72.3K +141 +19%
BA
850
Bridgewater Advisors
New York
$433K -$5.13K -10 -1%
32 33
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35 36