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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
901
Asset Dedication LLC
California
$25K -$27.2K -92 -53%
BIA
902
Bell Investment Advisors
California
$24K – – –
PSB
903
Piscataqua Savings Bank
New Hampshire
$24K – – –
TLCM
904
Twin Lakes Capital Management
California
$24K – – –
GWS
905
Glassman Wealth Services
Virginia
$24K +$8.28K +28 +55%
EL
906
EMFO LLC
Florida
$23K – – –
JWA
907
JFS Wealth Advisors
Pennsylvania
$22K +$5.62K +19 +36%
RBC
908
Roble Belko & Company
Pennsylvania
$21K -$2.37K -8 -10%
SIAP
909
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$21K – – –
KPCM
910
Kings Point Capital Management
New York
$21K +$20.4K +69 New
BHWM
911
Beaird Harris Wealth Management
Texas
$21K +$20.7K +70 New
EWM
912
Evermay Wealth Management
Virginia
$20K – – –
OC
913
Oakworth Capital
Alabama
$19K – – –
VCM
914
Vigilant Capital Management
Maine
$19K – – –
BBHC
915
Brown Brothers Harriman & Co
New York
$18K – – –
TCM
916
Tradewinds Capital Management
Washington
$18K – – –
PMFA
917
Plante Moran Financial Advisors
Michigan
$17K +$14.5K +49 +613%
RIM
918
Rockbridge Investment Management
New York
$16K – – –
FMP
919
Financial Management Professionals
Texas
$16K +$592 +2 +4%
PO
920
Private Ocean
California
$16K +$15.4K +52 New
KFI
921
Key Financial Inc
Pennsylvania
$14K – – –
SC
922
Solstein Capital
California
$14K – – –
BFC
923
Bedel Financial Consulting
Indiana
$14K +$3.55K +12 +34%
CSWM
924
Cassady Schiller Wealth Management
Ohio
$13K +$12.7K +43 New
SWA
925
Sutton Wealth Advisors
Florida
$13K – – –
35 36
37
38 39