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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
851
Waldron Private Wealth
Pennsylvania
$370K -$13.4K -31 -4%
POIA
852
Pin Oak Investment Advisors
Texas
$370K – – –
EGM
853
Engineers Gate Manager
New York
$369K -$2.57M -5,930 -88%
IPW
854
Impact Partnership Wealth
Georgia
$368K +$340K +784 New
FNT
855
First Nebraska Trust
Nebraska
$368K – – –
PP
856
PDS Planning
Ohio
$367K +$2.6K +6 +0.8%
GM
857
GeoWealth Management
Illinois
$366K -$32.1K -74 -9%
DWM
858
Dakota Wealth Management
Florida
$365K +$434 +1 +0.1%
GBT
859
Grove Bank & Trust
Florida
$363K -$365K -842 -52%
CSC
860
Caldwell Sutter Capital
California
$363K – – –
CCG
861
Catalina Capital Group
California
$363K +$29.1K +67 +10%
FPAS
862
Focus Partners Advisor Solutions
Missouri
$362K +$3.9K +9 +1%
PTC
863
Petrus Trust Company
Texas
$360K -$214K -493 -39%
FCP
864
Fidelis Capital Partners
Florida
$358K +$3.9K +9 +1%
WA
865
WealthTrust Axiom
Pennsylvania
$356K +$36K +83 +12%
ACM
866
Advisors Capital Management
New Jersey
$356K +$87.6K +202 +36%
PFSC
867
Peoples Financial Services Corp
Pennsylvania
$355K – – –
BHBT
868
Burke & Herbert Bank & Trust
Virginia
$352K -$868 -2 -0.3%
DLA
869
Douglas Lane & Associates
New York
$352K – – –
MMA
870
Miracle Mile Advisors
California
$348K +$17.4K +40 +6%
SWM
871
Spire Wealth Management
Virginia
$347K +$434 +1 +0.1%
EH
872
Equitable Holdings
New York
$347K +$320K +738 New
LNB
873
Ledyard National Bank
$344K +$9.98K +23 +3%
BJL
874
Brighton Jones LLC
Washington
$342K -$19.1K -44 -6%
PWMAG
875
Pinnacle Wealth Management Advisory Group
New Jersey
$340K -$1.74K -4 -0.5%
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35
36 37