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Ameriprise Financial
AMP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
901
Canal Capital Management
Virginia
$366K -$48.3K -92 -11%
PPW
902
Parcion Private Wealth
Washington
$366K +$85.5K +163 +27%
RFW
903
Rainier Family Wealth
Washington
$364K -$24.6K -47 -6%
BHBT
904
Burke & Herbert Bank & Trust
Virginia
$363K – – –
FGP
905
Freestone Grove Partners
California
$363K +$393K +749 New
WA
906
WealthTrust Axiom
Pennsylvania
$362K – – –
SS
907
Sunbelt Securities
Texas
$360K -$27.3K -52 -7%
EWM
908
Empirical Wealth Management
Washington
$358K -$155K -295 -29%
AAS
909
Ameritas Advisory Services
Nebraska
$357K +$1.57K +3 +0.4%
CSPIA
910
Cary Street Partners Investment Advisory
Virginia
$355K +$4.2K +8 +1%
NFP
911
Narus Financial Partners
Utah
$353K +$3.67K +7 +1%
PWPS
912
Pinnacle Wealth Planning Services
Ohio
$353K +$13.6K +26 +4%
OWM
913
OneAscent Wealth Management
Alabama
$351K +$25.7K +49 +7%
VFA
914
Voya Financial Advisors
Connecticut
$351K -$22.6K -43 -6%
KCM
915
Kathmere Capital Management
Pennsylvania
$349K +$2.1K +4 +0.6%
ORI
916
Oak Ridge Investments
Illinois
$349K -$9.44K -18 -2%
PIM
917
Progressive Investment Management
Oregon
$349K – – –
EFS
918
Essex Financial Services
Connecticut
$348K -$15.2K -29 -4%
PWMAG
919
Pinnacle Wealth Management Advisory Group
New Jersey
$345K +$11K +21 +3%
WI
920
WBI Investments
New Jersey
$344K -$408K -778 -52%
LNB
921
Ledyard National Bank
$341K -$18.9K -36 -5%
MEAC
922
M.E. Allison & Co
Texas
$341K – – –
FFS
923
Founders Financial Securities
Maryland
$341K +$19.9K +38 +6%
MWM
924
Mindset Wealth Management
Indiana
$338K – – –
KFS
925
Kelly Financial Services
Massachusetts
$336K +$42K +80 +13%
35 36
37
38 39