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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWR
901
Spahn Wealth & Retirement
Arizona
$365K – – –
GIA
902
GHP Investment Advisors
Colorado
$361K +$458 +1 +0.1%
PCM
903
Prelude Capital Management
New York
$361K +$139K +304 +63%
LFA
904
Legacy Financial Advisors
Kentucky
$361K +$29.8K +65 +9%
FNT
905
First Nebraska Trust
Nebraska
$360K – – –
ACA
906
Aptus Capital Advisors
Alabama
$359K -$79.8K -174 -18%
AIP
907
Avail Investment Partners
Pennsylvania
$358K +$117K +255 +49%
MB
908
MidFirst Bank
Oklahoma
$356K -$62.3K -136 -15%
BW
909
Bravera Wealth
North Dakota
$356K – – –
PP
910
PDS Planning
Ohio
$356K +$4.58K +10 +1%
APA
911
Astoria Portfolio Advisors
New York
$355K +$5.04K +11 +1%
AA
912
ALPS Advisors
Colorado
$355K +$355K +774 New
O
913
Ossiam
France
$353K -$585K -1,277 -62%
CWMA
914
Capstone Wealth Management (Alabama)
Alabama
$352K +$352K +768 New
BOTPPF
915
Board of the Pension Protection Fund
United Kingdom
$349K +$330K +720 +1,800%
PA
916
Profund Advisors
Maryland
$346K -$14.7K -32 -4%
WG
917
Warner Group
Connecticut
$346K +$346K +754 New
BHBT
918
Burke & Herbert Bank & Trust
Virginia
$344K – – –
NPT
919
National Philanthropic Trust
Pennsylvania
$344K +$343K +749 New
WA
920
WealthTrust Axiom
Pennsylvania
$343K – – –
ITG
921
Index Technologies Group
New York
$343K -$4.13K -9 -1%
POIA
922
Pin Oak Investment Advisors
Texas
$343K +$458 +1 +0.1%
SCA
923
Stonebridge Capital Advisors
Minnesota
$340K – – –
KI
924
KTF Investments
California
$339K -$195K -425 -36%
AAS
925
Ameritas Advisory Services
Nebraska
$339K +$339K +739 New
35 36
37
38 39