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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
901
Washington Trust Advisors
Massachusetts
$230K -$686 -2 -0.3%
GLLW
902
Graves Light Lenhart Wealth
Virginia
$229K +$207K +604 New
DWA
903
Dougherty Wealth Advisers
Minnesota
$229K – – –
AWA
904
Authentikos Wealth Advisory
California
$228K – – –
HIM
905
Harbour Investment Management
Washington
$228K +$206K +600 New
SCM
906
Shelton Capital Management
Colorado
$227K -$21.6K -63 -10%
EFS
907
Essex Financial Services
Connecticut
$225K +$203K +592 New
RCA
908
Resonant Capital Advisors
Wisconsin
$224K -$5.49K -16 -3%
HFM
909
Harvest Fund Management
China
$224K – – –
T
910
TNF
Montana
$223K +$194K +567 New
WCM
911
Washington Capital Management
Washington
$223K +$201K +586 New
SBWIC
912
Schaper Benz & Wise Investment Counsel
Wisconsin
$222K +$201K +585 New
PPW
913
Parcion Private Wealth
Washington
$222K +$201K +585 New
SWM
914
Segment Wealth Management
Texas
$222K +$200K +584 New
GCM
915
Gallacher Capital Management
Colorado
$221K -$111K -325 -36%
NAS
916
Nicolet Advisory Services
Wisconsin
$221K +$199K +579 New
AG
917
AlTi Global
New York
$221K +$199K +581 New
ACM
918
AUA Capital Management
Pennsylvania
$219K +$198K +577 New
RCAG
919
Rehmann Capital Advisory Group
Michigan
$218K +$197K +574 New
PGAM
920
Princeton Global Asset Management
New Jersey
$218K +$4.8K +14 +3%
PWLP
921
Prio Wealth Limited Partnership
Massachusetts
$217K +$195K +570 New
SYBT
922
Stock Yards Bank & Trust
Kentucky
$216K +$195K +569 New
NL
923
NWAM LLC
Washington
$216K +$195K +569 New
WP
924
Westmount Partners
California
$216K +$195K +568 New
IFWM
925
Institute for Wealth Management
Colorado
$214K -$33.3K -97 -15%
35 36
37
38 39