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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
R
851
Rebalance
California
$213K +$197K +640 New
WA
852
WBH Advisory
Maryland
$213K +$197K +640 New
GWWM
853
Great Waters Wealth Management
Minnesota
$212K – – –
CCFCSB
854
Cape Cod Five Cents Savings Bank
Massachusetts
$212K +$196K +637 New
FOA
855
Five Oceans Advisors
California
$211K +$195K +635 New
LNB
856
Ledyard National Bank
$209K +$194K +630 New
MA
857
MONECO Advisors
Connecticut
$208K +$193K +627 New
VT
858
Vise Technologies
New York
$208K -$48.3K -157 -20%
NL
859
NWAM LLC
Washington
$208K +$192K +625 New
ATFA
860
All Terrain Financial Advisors
Minnesota
$207K +$191K +623 New
DBT
861
Dubuque Bank & Trust
Iowa
$207K +$191K +623 New
PTC
862
Philadelphia Trust Company
Pennsylvania
$206K +$191K +620 New
DWT
863
Dorsey & Whitney Trust
South Dakota
$206K +$191K +620 New
EW
864
Evoke Wealth
California
$205K +$190K +619 New
OFS
865
OneAscent Financial Services
Alabama
$205K +$190K +618 New
FCB
866
First County Bank
Connecticut
$204K +$188K +613 New
MIM
867
MTM Investment Management
South Carolina
$202K +$187K +608 New
CSIC
868
Clifford Swan Investment Counsel
California
$202K +$187K +607 New
CAM
869
Concorde Asset Management
Michigan
$202K +$187K +607 New
GLLW
870
Graves Light Lenhart Wealth
Virginia
$201K +$186K +604 New
DWA
871
Dougherty Wealth Advisers
Minnesota
$200K – – –
PTC
872
Private Trust Company
Ohio
$199K +$615 +2 +0.3%
HFM
873
Harvest Fund Management
China
$196K -$276K -897 -60%
EDRH
874
Edmond de Rothschild Holding
Switzerland
$188K -$203K -662 -54%
PGAM
875
Princeton Global Asset Management
New Jersey
$186K – – –
33 34
35
36 37