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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
876
Midland Wealth Advisors
Illinois
$340K +$2.6K +6 +0.8%
MPM
877
MBB Public Markets
Illinois
$338K -$2.95M -6,795 -90%
PIM
878
Progressive Investment Management
Oregon
$338K – – –
FNT
879
First National Trust
Pennsylvania
$337K +$47.3K +109 +18%
KCM
880
Kathmere Capital Management
Pennsylvania
$335K – – –
VBFP
881
Valtinson Bruner Financial Planning
Minnesota
$333K – – –
CFG
882
Carr Financial Group
Massachusetts
$331K – – –
PGFC
883
Peapack-Gladstone Financial Corp
New Jersey
$330K – – –
MWM
884
Mindset Wealth Management
Indiana
$328K +$303K +698 New
PWG
885
Portside Wealth Group
Utah
$324K -$3.04K -7 -1%
JWCA
886
J.W. Cole Advisors
Florida
$324K -$3.47K -8 -1%
FFS
887
Founders Financial Securities
Maryland
$324K -$15.2K -35 -5%
WPP
888
Whalerock Point Partners
Rhode Island
$323K – – –
SMC
889
Smith, Moore & Co
Missouri
$321K – – –
FI
890
FWG Investments
Kentucky
$318K +$8.68K +20 +3%
AAS
891
Ameritas Advisory Services
Nebraska
$316K +$22.6K +52 +8%
CI
892
CX Institutional
Indiana
$315K +$6.94K +16 +2%
SYBT
893
Stock Yards Bank & Trust
Kentucky
$314K – – –
NB
894
Northwest Bancshares
Pennsylvania
$313K – – –
AFG
895
Atomi Financial Group
New York
$312K +$17.8K +41 +7%
CIA
896
Concurrent Investment Advisors
Florida
$308K -$1.74K -4 -0.6%
WA
897
WBH Advisory
Maryland
$306K +$3.9K +9 +1%
CWM
898
Chesapeake Wealth Management
Virginia
$305K -$23.4K -54 -8%
MIM
899
MTM Investment Management
South Carolina
$305K +$7.81K +18 +3%
GCM
900
Gallacher Capital Management
Colorado
$304K -$79.8K -184 -22%
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