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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
851
Smith, Moore & Co
Missouri
$260K – – –
MNBTD
852
Moody National Bank Trust Division
Texas
$259K -$330K -961 -58%
AWA
853
Arkadios Wealth Advisors
Georgia
$258K -$9.26K -27 -4%
NB
854
Northwest Bancshares
Pennsylvania
$253K -$4.46K -13 -2%
CCA
855
Childress Capital Advisors
Texas
$253K -$1.72K -5 -0.7%
CI
856
CX Institutional
Indiana
$253K +$7.2K +21 +3%
PWG
857
Portside Wealth Group
Utah
$252K +$5.49K +16 +2%
VC
858
Veery Capital
Delaware
$251K -$343 -1 -0.2%
APP
859
Avantax Planning Partners
Iowa
$250K -$343 -1 -0.2%
OFS
860
OneAscent Financial Services
Alabama
$250K +$225K +657 New
PTC
861
Private Trust Company
Ohio
$250K +$22.6K +66 +11%
FCP
862
Fidelis Capital Partners
Florida
$249K +$11K +32 +5%
AMCA
863
Arthur M. Cohen & Associates
Illinois
$247K – – –
CFG
864
Carr Financial Group
Massachusetts
$246K -$222K -648 -50%
CAM
865
Cidel Asset Management
Ontario, Canada
$246K +$222K +648 New
CCFCSB
866
Cape Cod Five Cents Savings Bank
Massachusetts
$245K -$222K -646 -50%
ECG
867
Edge Capital Group
Georgia
$245K – – –
SGI
868
Summit Global Investments
Utah
$245K -$187K -546 -46%
HIG
869
Heritage Investment Group
Florida
$245K +$221K +645 New
R
870
Rebalance
California
$243K – – –
WA
871
WBH Advisory
Maryland
$243K – – –
AAS
872
Ameritas Advisory Services
Nebraska
$242K +$213K +620 New
PCP
873
Proficio Capital Partners
Massachusetts
$242K +$218K +637 New
AWA
874
Aaron Wealth Advisors
Illinois
$242K +$218K +637 New
RWA
875
River Wealth Advisors
Pennsylvania
$242K +$218K +637 New
33 34
35
36 37