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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
NWWA
876
New Wave Wealth Advisors
Arkansas
$426K +$14.7K +31 +4%
BW
877
Bravera Wealth
North Dakota
$425K +$411K +866 New
FCP
878
Fidelis Capital Partners
Florida
$424K +$31.3K +66 +8%
HCM
879
Hengehold Capital Management
Ohio
$424K -$4.75K -10 -1%
KWA
880
Kingswood Wealth Advisors
California
$421K +$407K +858 New
FCB
881
First County Bank
Connecticut
$419K -$177K -373 -30%
KCM
882
Kathmere Capital Management
Pennsylvania
$418K +$63.6K +134 +19%
ACM
883
Advisors Capital Management
New Jersey
$415K -$14.7K -31 -4%
GBT
884
Grove Bank & Trust
Florida
$414K – – –
OIS
885
OneAscent Investment Solutions
Alabama
$413K – – –
PT
886
Plimoth Trust
Massachusetts
$412K +$949 +2 +0.2%
CT
887
Colonial Trust
South Carolina
$412K -$17.1K -36 -4%
LCWP
888
Legacy Capital Wealth Partners
Arkansas
$412K -$33.7K -71 -8%
EWM
889
Evercore Wealth Management
New York
$410K -$75K -158 -16%
JIC
890
Joel Isaacson & Co
New York
$410K +$142K +300 +56%
AIP
891
Ameritas Investment Partners
Nebraska
$408K -$12.8K -27 -3%
PWPS
892
Pinnacle Wealth Planning Services
Ohio
$407K -$6.64K -14 -2%
LAM
893
LECAP Asset Management
United Kingdom
$406K -$1.59M -3,353 -80%
WP
894
WealthPLAN Partners
Nebraska
$406K – – –
POIA
895
Pin Oak Investment Advisors
Texas
$405K – – –
TWM
896
Tradition Wealth Management
Minnesota
$405K +$5.7K +12 +1%
PWM
897
Pursuit Wealth Management
Florida
$404K +$392K +825 New
IA
898
IFG Advisory
Georgia
$403K -$3.8K -8 -1%
NEWAS
899
N.E.W. Advisory Services
Wisconsin
$403K – – –
GWWM
900
Great Waters Wealth Management
Minnesota
$401K – – –
34 35
36
37 38