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Ameriprise Financial

Name Holding Trade Value Shares
Change
Change in
Stake
I
876
InceptionR
California
$327K -$301K -753 -50%
RFA
877
ROI Financial Advisors
Oregon
$327K +$24K +60 +9%
PWMAG
878
Pinnacle Wealth Management Advisory Group
New Jersey
$326K -$20.8K -52 -7%
CWM
879
Chesapeake Wealth Management
Virginia
$324K -$20K -50 -6%
AG
880
AlTi Global
New York
$323K +$62.9K +157 +27%
NS
881
NBC Securities
Alabama
$323K -$3.2K -8 -1%
SWM
882
Spire Wealth Management
Virginia
$322K
LNB
883
Ledyard National Bank
$318K
FMLI
884
Fukoku Mutual Life Insurance
Japan
$317K
PIM
885
Progressive Investment Management
Oregon
$316K
SBIA
886
Sheaff Brock Investment Advisors
Indiana
$315K -$17.2K -43 -6%
MMA
887
Miracle Mile Advisors
California
$315K +$9.21K +23 +3%
KCM
888
Kathmere Capital Management
Pennsylvania
$312K
AIM
889
Aigen Investment Management
New York
$310K +$283K +706 New
PWLP
890
Prio Wealth Limited Partnership
Massachusetts
$308K +$53.3K +133 +23%
Los Angeles Capital Management
891
Los Angeles Capital Management
California
$308K +$26.8K +67 +11%
GM
892
GeoWealth Management
Illinois
$306K +$90.9K +227 +48%
AWA
893
Aaron Wealth Advisors
Illinois
$304K +$22.4K +56 +9%
OWMIAS
894
One Wealth Management Investment & Advisory Services
Florida
$304K +$32.8K +82 +13%
HC
895
Hamilton Capital
Ohio
$303K -$25.6K -64 -8%
SA
896
SpiderRock Advisors
Delaware
$303K +$286K +714 New
WPP
897
Whalerock Point Partners
Rhode Island
$301K
CW
898
CreativeOne Wealth
Kansas
$301K +$275K +686 New
SMC
899
Smith, Moore & Co
Missouri
$300K
TPI
900
Trust Point Inc
Wisconsin
$299K -$4.8K -12 -2%