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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
876
N.E.W. Advisory Services
Wisconsin
$403K +$36.9K +72 +10%
PCA
877
Pallas Capital Advisors
Massachusetts
$403K -$36.4K -71 -8%
GWWM
878
Great Waters Wealth Management
Minnesota
$402K – – –
CIG
879
Cairn Investment Group
Washington
$400K – – –
TWM
880
Tradition Wealth Management
Minnesota
$399K -$3.08K -6 -0.7%
CAL
881
Capital Analysts LLC
Pennsylvania
$395K +$4.61K +9 +1%
AG
882
Ascent Group
Virginia
$394K -$1.02K -2 -0.2%
SC
883
Schulhoff & Co
Ohio
$393K – – –
CI
884
CX Institutional
Indiana
$393K +$4.61K +9 +1%
FCP
885
Fidelis Capital Partners
Florida
$393K +$45.1K +88 +12%
SWR
886
Spahn Wealth & Retirement
Arizona
$391K +$407K +795 New
SCM
887
Schnieders Capital Management
California
$387K +$103K +200 +34%
FNT
888
First Nebraska Trust
Nebraska
$385K – – –
EC
889
EntryPoint Capital
New York
$385K +$402K +784 New
CSC
890
Caldwell Sutter Capital
California
$379K – – –
OC
891
Oppenheimer & Co
New York
$374K -$992K -1,935 -72%
CCM
892
Canal Capital Management
Virginia
$373K – – –
RFW
893
Rainier Family Wealth
Washington
$369K – – –
LS
894
Livforsakringsbolaget Skandia
Sweden
$369K -$8.91M -17,380 -96%
KF
895
Krilogy Financial
Missouri
$369K +$412K +803 New
BHBT
896
Burke & Herbert Bank & Trust
Virginia
$368K – – –
WA
897
WealthTrust Axiom
Pennsylvania
$368K – – –
SWM
898
Spire Wealth Management
Virginia
$366K -$73.3K -143 -16%
POIA
899
Pin Oak Investment Advisors
Texas
$366K -$21.5K -42 -5%
IFG
900
Independent Financial Group
California
$365K +$380K +742 New
34 35
36
37 38